Philip Lichtman is a registered investment advisor at Concert Financial Planning, LLC, based in Houston, TX, with 6 years of industry experience. Philip 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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Philip works as a mediator and attorney at Mills Law Group PA, representing clients in commercial transactions and disputes. This takes nearly a full-time commitment.
Employment History
Current Registrations
Concert Financial Planning, LLC
Previous Registrations
Maycomb Wealth
State Registrations4 states
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