Concentric Wealth Management

What Concentric Wealth Management does

Concentric Wealth Management is a privately held, for-profit wealth management practice founded in 2008 and based in Lafayette, United States. Per the firm's own positioning, it helps clients manage wealth and pursue financial goals through a "caring and attentive personal relationship" — i.e., it operates as a small, relationship-driven Registered Investment Advisor-style practice serving individual (and likely family-office-adjacent) clients rather than institutional accounts.

The firm's operating footprint is unusually thin in externally observable terms. The company lists between 1 and 10 employees, and the only named executive in the input data is Eric Flett, who holds the dual role of Chief Executive Officer and Wealth Advisor. The firm's primary digital property, concentric-wealth.com, is currently parked at GoDaddy.com, indicating that the website is not actively maintained or has lapsed; this raises unresolved questions about the current operating status of the practice. No physical office locations, no product or service catalog, no technology stack, no regulatory actions, no certifications or compliance framework disclosures, and no pricing model are present in the available data.

The business model, as inferred from the firm's stated positioning, is a fee-based personal wealth advisory offering tied to assets under management — consistent with standard small RIA economics. There are no distribution partners, no online signup channel, no app presence on either the Apple App Store or Google Play, no API or SDK surface (— api_exists: false), and no third-party integrations disclosed. Net: the firm presents as a single-location, single-lead financial-advisory boutique with an inactive web presence, whose scalability and continuity are difficult to assess from the available source material.

Name

Concentric Wealth Management

Website

https://concentric-wealth.com

Company type

Private

Founded year

2008

Headcount range

1–10 employees

Short description

Concentric Wealth Management is a privately held, small (1-10 employee) relationship-driven wealth advisory practice based in Lafayette, United States, founded in 2008 and led by CEO/Wealth Advisor Eric Flett, that serves individual wealth-management clients through personal advisory relationships.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)

Keywords

• Wealth management
• Financial planning
• Investment advisory
• Personal financial services
• Retirement planning

Headquarters

HQ city

Lafayette

HQ country

United States

HQ region

North America

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Core offering

Concentric Wealth Management is a private advisory firm that helps clients manage wealth and achieve financial goals through a caring and attentive personal relationship. The firm delivers personalized wealth management and advisory services to individuals from its base in Lafayette, United States, founded in 2008.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management and Advisory Services Personalized wealth management and financial advisory services that help individual clients manage wealth and achieve their financial goals through a caring and attentive personal relationship.

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves2 records

Expansion highlights3 records

Broad incumbents

• Mariner Wealth Advisors: National independent wealth advisory firm providing comprehensive financial planning and investment management. Directly comparable in service offering (personal wealth advisory) but operates as a large-scale consolidator platform.
• Creative Planning: Large independent RIA offering comprehensive wealth management, financial planning, and investment advisory services. Comparable service category — fee-only wealth advisory for individuals and families — but at vastly greater scale.
• Mercer Advisors: National wealth management and investment advisory firm providing holistic financial planning to HNW households. Same service category as Concentric (comprehensive wealth advisory) but operates as a scaled consolidator.
• Focus Financial Partners: Leading partnership model for independent wealth management firms, providing operational, regulatory, and growth support to boutique RIAs. Relevant as both a competitor (in supporting peer RIAs) and as a likely acquirer of a firm like Concentric.
• Carson Group: Broker-dealer and RIA platform providing wealth management, financial coaching, and practice management support to advisors. Comparable offering category with broker-dealer-affiliated wealth advisory model.
• Hightower Advisors: National RIA platform serving high-net-worth and ultra-high-net-worth clients through partner firms. Comparable wealth advisory category and a natural acquirer of boutique advisory practices.

Emerging players

• Personal Capital: Digital wealth management and financial advisory platform combining technology-driven tools with human advisor access. Partial overlap as a wealth advisory for mass-affluent households, though with a hybrid digital/service model rather than pure boutique relationships.

Direct peers

• Halbert Hargrove Global Advisors: Independent, fee-only wealth advisory firm of similar small size focused on personalized wealth management for individuals and families. Closely comparable as a boutique RIA competing for the same mass-affluent and HNW clients via relationship-based service.
• Ronald Blue & Co: Independent Christian-affiliated wealth advisory practice providing fee-only financial planning and investment management to individuals and families. Comparable boutique RIA structure with similar emphasis on personalized, values-driven client relationships.
• Signature Wealth Advisors: Independent boutique wealth management firm offering personalized financial planning and investment advisory services. Comparable as a similarly-sized relationship-driven RIA targeting mass-affluent households.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks5 records

Key highlights4 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Concentric Wealth Management