Concurrent Wealth Management
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About
Concurrent Wealth Management is a Houston-based, flat-fee fiduciary wealth management firm serving high-income Gen X professionals, business owners, and oil and gas executives locally and nationwide. The independent, fee-only firm provides all-inclusive, comprehensive financial planning with integrated investment management through a dollar-based flat-fee model.
CWM helps clients coordinate investments, cash flow, tax planning, retirement timing, retirement income and withdrawal strategies, risk management, and estate planning needs. Its executive compensation focus includes RSUs, PSUs, stock options, ESPPs, deferred compensation, and concentrated company stock. For oil and gas professionals, the firm connects compensation, company benefits, pensions, and career decisions to a broader strategy for retirement and work-optional living.
The firm’s Financial Harmony™ approach brings financial strategy and wealth psychology together, aligning clients’ resources with their values, relationships, and life priorities. CWM helps clients understand their choices, evaluate tradeoffs, and coordinate decisions across their financial lives so they can enjoy life today while preparing confidently for tomorrow.
Ongoing wealth management includes personalized recommendations, implementation support, regular reviews, and coordination with clients’ tax and legal professionals. Investment management is integrated into the ongoing advisory fee. The firm also offers a separate, one-time Advice-Only financial planning engagement focused on agreed priorities, personalized recommendations, and a written implementation roadmap; this service does not include investment management or ongoing reviews.
Founded by Dr. Preston D. Cherry, CFP®, CWM offers meetings in Houston and virtual service nationwide.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Ongoing comprehensive financial planning, including investment management: $1,000/month (Elevate), $2,083/month (Legacy), or starting at $4,500/month (Private Client). One-time Advice-Only financial planning: $5,000 (investment management is not included).
Hourly financial consultations: $750 per hour, one-hour minimum. Available selectively for focused financial questions or decisions. Additional preparation or analysis is quoted separately.
Main office
11111 Katy Freeway, Suite 910
Houston TX 77079
Advisors at this office
1
Most active in
Texas · Wisconsin
Also doing business as
Concurrent Financial Planning · Concurrent Financial Planning Center · Concurrent Financial Planning Center, LLC · Concurrent Financial Planning, LLC · Concurrent Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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