Gary Wurl
Gary Wurl is a CFP-designated registered investment advisor at Concurrent Investment Advisors, LLC, based in Houston, TX, with 34 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 13,277 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.70% |
| $2.0M - $3.0M | 1.60% |
| $3.0M - $5.0M | 1.50% |
| $5.0M - $7.5M | 1.40% |
| $7.5M - $10.0M | 1.30% |
| $10M+ | 1.00% |
Fees are incremental and negotiable. Clients also incur a custody, platform, and administration fee typically equal to 0.05% annually.
Fee Estimator
Location
4900 Woodway, Suite 1250, Houston, TX, 77024
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gary is the CEO of Financial Destiny, Inc., focusing on marketing, and spends about a quarter of his time on this. He is also an insurance agent, dedicating about 10% of his time to fixed insurance products, which may present a conflict of interest. Finally, Gary manages short-term rental properties, spending minimal time on this activity.
Employment History
Current Registrations
Concurrent Investment Advisors, LLC
Previous Registrations
Centric Advisors, LLC
Majors & Mondragon, LLC.
Majors & Mondragon, LLC.
Kovack Advisors, INC.
Kovack Securities INC.Broker
Resource Horizons Investment Advisory, INC.
Resource Horizons Group LLCBroker
Resource Horizons Investment Advisory, INC.
Cullum & Burks Securities, INC.
Cullum & Burks Securities, INC.Broker
United Securities Alliance, INC.
United Securities Alliance, INC.Broker
Sentra Securities CorporationBroker
PFS Investments INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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