# CONCERT FINANCIAL PLANNING, LLC

CONCERT FINANCIAL PLANNING, LLC of HOUSTON, TX is an SEC-registered investment adviser.

## Registration

- CRD: 304831
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/304831/brochure
- Similar advisers: https://search.stillhousedata.com/firm/304831/similar
- Related entities: https://search.stillhousedata.com/firm/304831/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/304831

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.