Lance Pieper is a CFP-designated registered investment advisor at Concentrum Wealth Management, based in San Jose, CA, with 5 years of industry experience. Lance operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 380 clients with $810M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning and consulting services are offered on an hourly or flat fee basis.
- Hourly fees: $350/hour for financial advisors, $150/hour for para-planners, and $75/hour for administrative time.
- Flat fees: generally range from $2,000 to $30,000.
Location
353 Piercy Rd., San Jose, CA, 95138
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Concentrum Wealth Management
State Registrations1 state
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