CONCERT FINANCIAL PLANNING, LLC

CONCERT FINANCIAL PLANNING, LLC of HOUSTON, TX is an SEC-registered investment adviser (CRD 304831). Regulatory assets under management: $28.6M.

Registration

• CRD: 304831
• Type: Registered investment adviser
• Location: 2950 NORTH LOOP WEST, HOUSTON, TX, 77092
• Phone: (713) 804-7772
• Latest filing: 2026-02-24
• Regulatory AUM: $28.6M
• Discretionary AUM: $28.6M
• Clients: 2
• Accounts: 168

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 304831 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search