CONCERT FINANCIAL PLANNING, LLC

Overview

Concert Financial Planning, LLC is an independent registered investment adviser that centers its practice on financial planning and discretionary portfolio management for individuals and families. The firm operates on an hourly and fixed-fee model rather than an AUM fee schedule, which tends to shape engagements toward planning-driven relationships and project work in addition to ongoing investment oversight. Their ADV lists services that include portfolio management for individuals and small businesses, financial planning, selection of other advisers, and pension consulting among their advisory activities. Concert identifies itself as a capital allocator, which shows up in their use of third-party alternative managers alongside traditional mutual funds and listed equities. The firm is not positioned as an ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices