Concert Financial Planning (CFP) provides financial planning and investment management services, primarily to attorneys and their families. CFP specializes in helping attorneys optimize high income, manage taxes, balance student loan repayment with savings, plan for career changes, and design tax-efficient investment portfolios. CFP also offers employee benefit plan services to businesses and hourly services for limited-scope projects.
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.