RIA Intel›Advisers›Texas›CONCURRENT FINANCIAL PLANNING CENTER, LLC

CONCURRENT FINANCIAL PLANNING CENTER, LLC

Advisory

HOUSTON, TX

Data as of Dec 17, 2025 · Source: SEC Form ADV

Rank in TX

#2,347

of 2,813 advisers by AUM

Average account

$672K

across 15 accounts

AUM per adviser

$10M

1 adviser

Source: SEC Form ADV. Figures as filed Dec 17, 2025.

Total AUM

$10M

Discretionary %

100%

Clients

7

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$10M

Discretionary AUM$10M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients7

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX, WI

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

7 clients

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

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Closest by assets under management. All figures from Form ADV.

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