Concurrent Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$10,084,000
Clients
7
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
7
Very LowAverage account size
$1,440,571
About
Concurrent Wealth Management is a virtual, fee-only registered investment adviser that works with individuals and retirement-plan sponsors. The firm provides ongoing all‑inclusive comprehensive financial planning with discretionary investment management billed as flat monthly subscription tiers, one‑time advice‑only planning, financial coaching, retirement plan consulting, corporate financial wellness programs, and periodic educational seminars, webinars, and speaking engagements.
Investment management is integrated into the planning process and generally follows a core‑and‑satellite, long‑term strategic asset‑allocation approach using low‑cost index mutual funds and ETFs supplemented by actively managed funds or outside managers when appropriate. Portfolios are managed on a discretionary basis with ongoing monitoring and at least quarterly reviews, while the client process explicitly incorporates behavioral work (including “money psychology” exercises) and education.
Compared with many independent advisers that charge percentage‑of‑AUM fees, Concurrent’s flat monthly subscription model that includes investment management is an uncommon fee structure for firms of this type. The firm’s combination of subscription billing, formal financial‑coaching and financial‑therapy elements, and a suite of corporate workshops and online financial‑wellness resources distinguishes it from most solo independent advisers.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Expertise
Equity Recipients (RS/RSU, SOP, ESPP)
Business succession planning
Charitable giving & philanthropy
Trust structures (GRAT, IDGT, revocable)
Retirement income strategy
Occupation focus
Founder/Business Owner
Executive
Demographic focus
Mid-Career Professionals
Established Professionals
Intergenerational Families
Fee options
One-Time Advice-Only Financial Planning: $4,000 flat fee; Corporate Financial Wellness workshops: $7,500 - $15,000 per single workshop; ongoing workshop series: $25,000 - $50,000; comprehensive annual program: $50,000 - $100,000; Educational seminars and speaking engagements: typically $8,000 - $30,000.
N/A - N/A: Momentum Tier: $500/month flat fee N/A - N/A: Elevate Tier: $1,000/month flat fee N/A - N/A: Legacy Tier: $2,083/month flat fee $10,000,000+: Private Client Tier: Custom, starts at $4,500/month flat fee
Financial Coaching for employees: $250 - $400 per hour; Retirement Plan Consulting hourly rate: $800 per hour.
Account minimum: No minimum portfolio size or minimum annual fee required to open or maintain an account, but minimum annual fees apply (see fees below). Minimum fee: Minimum annual fees are imposed but specific minimum fee amount not explicitly stated for individual clients; for Retirement Plan Consulting, minimum project-based fee is $2,500. Fee-only: Firm is fee-only; no commissions or referral fees received.
Main office location
Concurrent Wealth Management
11111 Katy Freeway, Suite 910
Houston TX 77079, United States
Number of offices
2
Most active in
Concurrent Wealth Management has reported serving >5 clients in these states in the last 12 months.
Texas · Wisconsin
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
LinkedIn
Facebook
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Instagram
YouTube
Website
832-744-1176
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