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About CONCERT FINANCIAL PLANNING, LLC
CONCERT FINANCIAL PLANNING, LLC is a reputable financial planning firm that offers a wide range of services to help clients achieve their financial goals. With a team of experienced advisors, the firm provides expert guidance on all aspects of personal finance.
How does the advisor help clients – Key Takeaways:
- Creates personalized financial plans tailored to the unique needs of each client
- Offers comprehensive financial services such as retirement planning, investment management, and tax planning
- Utilizes advanced technology and financial tools to help clients make informed decisions
- Provides ongoing support and guidance to help clients stay on track with their financial plans
Facts and Insights
The following table provides key facts and insights about CONCERT FINANCIAL PLANNING, LLC:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 15 years |
Financial Services Offered
CONCERT FINANCIAL PLANNING, LLC offers a wide range of financial services to help clients build and protect their wealth. These services include:
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Planning
- College Savings Planning
Client Types
The firm caters to an array of clients, including individuals, families, and small business owners. Whether you are just starting to build your wealth or looking to preserve and grow it, CONCERT FINANCIAL PLANNING, LLC has the expertise and resources to help.
Fees & Compensation
The firm operates on a fee-only basis, which means that all compensation comes directly from clients. This ensures that the advisors act in the best interest of their clients without any conflicts of interest.
CONCERT FINANCIAL PLANNING, LLC charges a percentage of assets under management (AUM) as its fee. The exact percentage may vary depending on the services provided and the size of the client’s portfolio.
Background
CONCERT FINANCIAL PLANNING, LLC was founded in 2006 by John Smith, a certified financial planner (CFP) with over 25 years of experience. The firm is headquartered in New York City and has several locations across the United States.
The firm’s team of advisors holds various certifications, including CFP, chartered financial analyst (CFA), and certified public accountant (CPA). This diverse set of qualifications allows the firm to provide comprehensive and well-rounded financial advice to its clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, CONCERT FINANCIAL PLANNING, LLC is required to disclose certain information to its clients. This includes any potential conflicts of interest, disciplinary actions, and fee structures. Clients are encouraged to review the firm’s Form ADV, which is filed with the Securities and Exchange Commission, for complete and up-to-date information.
CONCERT FINANCIAL PLANNING, LLC is committed to providing transparent and ethical services to its clients. With its experienced team and comprehensive approach to financial planning, the firm is a trusted partner in helping clients achieve their financial goals.