HomeDirectoryCaliforniaConcordFinancial AdvisorsCONCORDIA WEALTH MANAGEMENT, LLC
Financial Advisors

CONCORDIA WEALTH MANAGEMENT, LLC

Financial Advisor serving Concord, California · 1 of 6 financial advisors in the area

📍 37 MAIN STREET, CONCORD, MA 01742, Concord, California
📞 (978) 371-••••
Map
📍 37 MAIN STREET, CONCORD, MA 01742, Concord, California

About CONCORDIA WEALTH MANAGEMENT, LLC

CONCORDIA WEALTH MANAGEMENT, LLC is a financial advisor located in Concord, California. As a local financial advisor, they serve Concord and surrounding communities in California. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Concord should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the California securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Concord

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Concord may vary based on the scope of work and provider.

Get a Free Quote from CONCORDIA WEALTH MANAGEMENT, LLC

Tell us about your project and we'll connect you with verified local pros — 100% free.

✓ Your request has been sent! Local pros will contact you shortly.

✅ Tips for Hiring Financial Advisors in Concord

Check online reviews and ratings before hiring
Get multiple quotes to compare pricing
Verify licensing and insurance
Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Concord?
Financial Advisors in Concord typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Concord?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 6 financial advisors in Concord to choose from.
Does CONCORDIA WEALTH MANAGEMENT, LLC offer free quotes?
Contact CONCORDIA WEALTH MANAGEMENT, LLC directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Concord

ASSETMARK, INC.

1655 GRANT STREET, CONCORD, CA 94520

ARCHVEST WEALTH ADVISORS, INC.

1390 WILLOW PASS RD., CONCORD, CA 94520

INSIGHT CAPITAL MANAGEMENT

1390 WILLOW PASS ROAD, CONCORD, CA 94520

DUSTIN BLODGETT INSIGHT CAPITAL, LLC

1390 WILLOW PASS ROAD

HUNT WEALTH MANAGEMENT GROUP, INC.

1001 GALAXY WAY

AUXIN CAPITAL MANAGEMENT, LLC

2041 EAST ST #1240