Concentric Wealth Management LLC
Concentric Wealth Management LLC (CRD# 144773) is a financial advisory firm headquartered in Lafayette, CA. They manage $494,582,623 in 920 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management495MILLION
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Total Number of Accounts920ACCOUNTS
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Average Account Value$537,590
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, NH, OR, TX, WA
Eric Flett (CRD# 2635352) is an Investment Advisor Representative working at Concentric Wealth Management LLC in Lafayette, CA and has 1 year of experience in the finance industry.
Nicole Hanson (CRD# 4461519) is an Investment Advisor Representative working at Concentric Wealth Management LLC in Lafayette, CA and has over 22 years of experience in the finance industry. Nicole Hanson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Stewart McGuire (CRD# 4595216) is an Investment Advisor Representative working at Concentric Wealth Management LLC in Lafayette, CA and has 1 year of experience in the finance industry. Stewart McGuire has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.