Concentric Wealth Management LLC

Concentric Wealth Management LLC (CRD# 144773) is a financial advisory firm headquartered in Lafayette, CA. They manage $191,782,000 in 543 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    192
    MILLION
  • Total Number of Accounts
    543
    ACCOUNTS
  • Average Account Value
    $353,190
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NH, TX

Financial Advisors at Concentric Wealth Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Stewart A. McGuire
CRD#: 4595216
251 Lafayette Circle, Suite 200, Lafayette, CA 94549
90
Wealthminder
score

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.

2
Eric M. Flett
CRD#: 2635352
251 Lafayette Circle, Suite 200, Lafayette, CA 94549
87
Wealthminder
score

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.