Preston Cherry is a CFP-designated registered investment advisor at Concurrent Wealth Management, based in Houston, TX, with 14 years of industry experience. Preston operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 7 clients with $10M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management is included in Concurrent Wealth Management's ongoing financial planning services, and is not offered as a standalone service. The firm offers four tiers of ongoing financial planning, each including investment management for a flat monthly fee:
- Momentum: $500/month, designed for professionals building toward their first $1 million.
- Elevate: $1,000/month, designed for high-income professionals scaling wealth.
- Legacy: $2,083/month, designed for business owners and families focused on legacy wealth.
- Private Client: Custom, starting at $4,500/month, designed for high-net-worth households seeking family-office coordination.
There are no assets under management fees or separate investment management charges for any of these tiers.
Location
11111 Katy Freeway, Suite 910, Houston, TX, 77079
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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 →Employment History
Current Registrations
Concurrent Wealth Management
Previous Registrations
Salient Capital Advisors, LLC
NFP Securities, INC.
Wealth Development Strategies Investment Advisory, INC.
Hornor, Townsend & Kent, INC.
State Registrations1 state
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