Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
< 1 year
Location
Northfield, NJ 08225
Concurrent Investment Advisors, LLC
Multi-team
Brandon Hina is a financial advisor at Concurrent Investment Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining Concurrent, he worked at Cornerstone Private Wealth and Affiliated Distributors. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities, with a multi-office platform serving over 13,000 clients.
Based on Concurrent Investment Advisors, LLC
Based on Concurrent Investment Advisors, LLC
Project-based financial planning fixed fees up to $25,000; ongoing financial planning fixed fees up to $200,000 annually; fixed quarterly fees possible for investment management
$0 - $1,000,000: 2.00% annually $1,000,001 - $2,000,000: 1.70% annually $2,000,001 - $3,000,000: 1.60% annually $3,000,001 - $5,000,000: 1.50% annually $5,000,001 - $7,500,000: 1.40% annually $7,500,001 - $10,000,000: 1.30% annually $10,000,001+: 1.00% annually
Advisory Persons may earn commissions as Registered Representatives and insurance agents; separate from advisor fees
Financial planning services billed up to $500 per hour
Fee-only: Financial planning: up to $500/hour; fixed fee up to $25,000; ongoing fixed annual fee up to $200,000 per year
Northfield, NJ
1555 Zion Rd, St 202
Northfield NJ 08225
Advisors at this office
5
New Jersey
< 1 year of industry experience
Concurrent Investment Advisors, LLC
2026 - Present • 1 year
Tampa, FL
Cornerstone Private Wealth
2025 - Present • 1 year
Northfield, NJ
Affiliated Distributors
2022 - 2025 • 3 years
Wayne, PA
Aon Affinity Insurance Services
2020 - 2022 • 2 years
Fort Washington, PA
Unemployed
2020 - 2020 • 1 year
Sewell, NJ
UBS Financial Services (Internship)
2018 - 2018 • 1 year
Conshohocken, PA
Student
2016 - 2021 • 5 years
University Park, PA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Book time directly with this advisor
Series 63, Series 66, Series 7
Linwood, NJ
Anchor Financial
Mary Gilbert is a Wealth Manager with Anchor Financial/ Raymond James Financial Services Advisors, Inc. in Linwood, NJ, holding a Series 7, Series 63 and Series 66 licenses and bringing 31 years of industry experience. She previously worked at UBS Financial Services for 10 years, Merrill Lynch for 17 years and is a partner in Beacon Holdings LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, supporting clients with tailored strategies and access to various managed account options and institutional resources.
CFP®, Series 63, Series 65
Margate City, NJ
Concierge Financial Planning, LLC
Ann Minnium is a CFP®-certified financial advisor with 16 years of industry experience. She has been the sole advisor at Concierge Financial Planning, LLC since 2009 and previously worked with the Athena Investment Club and Wardlaw-Hartridge School. Concierge Financial Planning, LLC is an independent, fee-only firm serving individuals—particularly those age 50 and older or nearing retirement—as well as trusts, small businesses, and charitable organizations. The firm provides customized financial planning and investment consultation through time-limited engagements, emphasizing long-term, buy-and-hold investment strategies using low-cost, tax-efficient funds. It offers educational workshops on financial topics, typically at no cost to participants.
CFP®, Series 63, Series 65
Somers Point, NJ
RockCrest Financial LLC
Steven Boorstein is a CFP® professional with 27 years of experience in the financial industry. He has been with RockCrest Financial LLC since 2016 and is also a principal of Nomad Rx LLC, a company involved in real estate management and publishing. His background includes healthcare services at Kennedy Memorial Hospital/Jefferson Health and independent insurance work. RockCrest Financial LLC is a fiduciary-registered advisory firm serving individual clients, families, trusts, and select business and charitable entities. The firm provides discretionary investment management, private-markets consulting focused on 1031 DSTs and Opportunity Zone investments, and comprehensive flat-fee financial planning that integrates investment management.
CFP®, Series 63
Ocean City, NJ
Focus Wealth Advisors LLC
Richard Bertsch is a CFP® and Series 63 licensed financial advisor with 22 years of industry experience. He has been with Focus Wealth Advisors LLC since 2005. The firm offers financial planning, portfolio management, and consultative services to individuals, including high-net-worth clients, as well as institutional sponsors. Their investment approach is based on Modern Portfolio Theory and formal investment policy statements, utilizing asset-allocation driven portfolios with mutual funds and ETFs, regular rebalancing, and discretionary trading.
CFP®, Series 65
Somers Point, NJ
RockCrest Financial LLC
Aiden Boorstein is a CFP®-certified financial advisor at RockCrest Financial LLC with two years of industry experience. Before joining RockCrest in 2023, he was self-employed and worked in the gig economy with GrubHub and DoorDash. RockCrest Financial serves individuals, families, trusts, and selected business and charitable entities, including high-net-worth clients, offering flat-fee comprehensive financial planning combined with investment management and specialized consulting on private real estate investments. The firm emphasizes a values-based planning approach with coordination of professional advisors and delivers discretionary portfolio management as part of bundled planning services.
Series 63, Series 65
Linwood, NJ
Masters Legacy Planning
Todd Chamberlain is a financial advisor at Masters Legacy Planning with 23 years of industry experience. He has held roles at Commonwealth Financial Network and operates Chamberlain Financial Services. Outside of advisory work, he is involved in several business ventures including ownership of Waterway Holdings Group and its affiliated companies in commercial real estate and entertainment. Masters Legacy Planning serves individuals, business entities, trusts, estates, and retirement plans, providing discretionary investment management, financial planning, and retirement plan consulting. The firm uses a combination of internally managed strategies and third-party model portfolios and offers additional services such as bookkeeping, tax coordination, and management of variable annuity sub-accounts.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")