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).

By the Numbers
  • Total Assets Under Management
    495
    MILLION
  • Total Number of Accounts
    920
    ACCOUNTS
  • Average Account Value
    $537,590
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
The map below shows states where this firm has explicit registration only.

CA, NH, OR, TX, WA

Financial Advisors at Concentric Wealth Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
Eric M. Flett
CRD#: 2635352
251 Lafayette Circle, Suite 250, Lafayette, CA 94549

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.

2
Nicole R. Hanson
CRD#: 4461519
251 Lafayette Circle, Suite 250, Lafayette, CA 94549

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.

3
Stewart A. McGuire
CRD#: 4595216
251 Lafayette Circle, Suite 250, Lafayette, CA 94549

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.

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