Concert Financial Planning Revenue

Financial Services • Houston, Texas, United States • 1-10 Employees

Concert Financial Planning revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Key Contact at Concert Financial Planning

Matt Smith

Founder and Lead Advisor

Company overview

Headquarters	2950 North Loop West, Suite 500, Houston, TX 77092, US
Phone number	+17138047772
Website	concertplanning.com
NAICS	52
Keywords	Employee Benefits, Retirement Planning, Financial Planning, Estate Planning, Mutual Funds, Investment Management, Etf'S, Private Practice, Attorneys, Small Business Retirement Plans, Student Loan Analysis, Biglaw, Tax Mitigation Strategies
Founded	2019
Employees	1-10
Socials

Concert Financial Planning Email Formats

Concert Financial Planning uses 1 email format. The most common is {first initial} (e.g., j@concertplanning.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@concertplanning.com	100%

About Concert Financial Planning

Concert Financial Planning is a fee-only, fiduciary financial planning firm designed for BigLaw Attorneys. We help you navigate important financial decisions in order to build the bedrock upon which you can grow your family, own your career, and follow your passions.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Concert Financial Planning has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Concert Financial Planning has never raised funding before.

Concert Financial Planning Tech Stack

Discover the technologies and tools that power Concert Financial Planning's digital infrastructure, from frameworks to analytics platforms.

Google Workspace

Adobe Fonts

Font scripts

Modernizr

JavaScript libraries

Lodash

JavaScript libraries

reCAPTCHA

Security

Squarespace Commerce

Ecommerce

Google Tag Manager

Tag managers

HSTS

Security

Open Graph

Miscellaneous

Facebook Pixel

Analytics

Calendly

Appointment scheduling

core-js

JavaScript libraries

Frequently asked questions

Concert Financial Planning is located in Houston, Texas, US.

You can reach Concert Financial Planning at +17138047772.

Concert Financial Planning generates an estimated annual revenue of $85,555. This revenue figure reflects the company's market position and business performance in its industry.

Concert Financial Planning has an estimated valuation of $273,776. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Concert Financial Planning was founded in 2019, making it 7 years old. The company has established itself as a significant player in its industry over this time.

Concert Financial Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Concert Financial Planning

Matt Smith

Founder and Lead Advisor

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