Concert Financial Planning, LLC

Overview

Concert Financial Planning, LLC is an independent, individual-owned registered investment adviser operating as a limited liability company that focuses on individual and family clients. The firm provides fee-for-service planning and portfolio management rather than commission-based brokerage: its stated fee models are hourly and fixed-fee engagements. Core advisory capabilities include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting work, and the selection of outside advisers when needed. Concert identifies itself as a capital allocator and does not describe itself as an active ESG investor or a multi-state adviser.

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Public Holdings

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Location & Offices