RIA Intel›Advisers›Texas›CONCERT FINANCIAL PLANNING, LLC

CONCERT FINANCIAL PLANNING, LLC

Advisory

HOUSTON, TX

Data as of Aug 25, 2026 · Source: SEC Form ADV

Rank in TX

#2,007

of 2,813 advisers by AUM

Average account

$170K

across 168 accounts

AUM per adviser

$14M

2 advisers

Source: SEC Form ADV. Figures as filed Aug 25, 2026.

Total AUM

$29M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$29M

Discretionary AUM$29M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients44

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, DC, GA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

44 clients

15 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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