Concord Wealth Partners
Abingdon, VA·SEC-registered · CRD #118643
Concord Wealth Partners is an SEC-registered investment advisory firm in Abingdon, VA managing $1.1B across 3.3k client accounts, with 10 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.1B
Client accounts
3.3k
Advisory staff
10
Fee model
Fee-based
How Concord Wealth Partners is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Concord Wealth Partners
How much does Concord Wealth Partners manage?
Per its most recent SEC Form ADV filing (03/14/2026), Concord Wealth Partners reports $1.1B in regulatory assets under management across roughly 3.3k client accounts.
How does Concord Wealth Partners charge?
Concord Wealth Partners is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Concord Wealth Partners a fiduciary?
Yes. Concord Wealth Partners is registered with the U.S. Securities and Exchange Commission (CRD #118643), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Concord Wealth Partners taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Concord Wealth Partners and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Concord Wealth Partners's public SEC Form ADV filing (CRD #118643, filed 03/14/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Concord Wealth Partners. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Concord Wealth Partners? Claim this profile.