Matthew Smith is a CFA, CFP-designated registered investment advisor at Concert Financial Planning, LLC, based in Houston, TX, with 20 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 44 clients with $29M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Concert Financial Planning charges a flat quarterly fee for ongoing financial planning and investment management services. The fee depends on the complexity of the planning work, generally gauged by the attorney's career position and whether there is another working person in the household. The quarterly fee is expected to increase annually at a rate of 5% per year. CFP may retain a third-party advisor to manage a portion of a client's account, which would result in an additional fee charged by the third-party advisor.
Location
2950 North Loop West, Suite 500, Houston, TX, 77092
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Concert Financial Planning, LLC
Previous Registrations
Clark Asset Management, LLC
Foreside Fund Services, LLCBroker
Alps Distributors, INC.Broker
Principal Funds Distributor, INC.Broker
State Registrations4 states
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