# Concert Financial Planning, LLC

> Concert Financial Planning, LLC is a state-registered investment advisory firm in Houston, TX, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 25, 2026.

- CRD: 304831
- Filed as: CONCERT FINANCIAL PLANNING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: August 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/304831
- AdvisorCensus page: https://advisorcensus.com/firm/concert-financial-planning-llc-houston-tx-304831

## Quick answers

**How is Concert Financial Planning, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Concert Financial Planning, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Concert Financial Planning, LLC located?**
Concert Financial Planning, LLC's principal office is in Houston, TX, according to its Form ADV.

**Is Concert Financial Planning, LLC registered with the SEC or a state?**
Concert Financial Planning, LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 304831.

**How much does Concert Financial Planning, LLC manage?**
Concert Financial Planning, LLC reports $28,561,490 in regulatory assets under management in its Form ADV filing dated August 25, 2026 (100% discretionary).

**What types of clients does Concert Financial Planning, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (29); high net worth individuals (15).

**Does Concert Financial Planning, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/304831

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $28,561,490
- Discretionary: $28,561,490
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 29 | $7,191,303 |
| High net worth individuals | 15 | $21,370,187 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, DC, GA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- concertplanning.com
- vimeo.com/concertfinplan
- Facebook @concertfinplan
- Instagram @concertfinplan
- LinkedIn @concertfinplan
- X @concertfinplan
- YouTube @UCjU-GFa7TR5CvMHaeE7c7Ag

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Concert Financial Planning, LLC (CRD 304831): Form ADV filing data as of October 2026.