Concierge Wealth Management

What Concierge Wealth Management does

Concierge Wealth Management is a boutique fiduciary Registered Investment Advisor founded in 2010 by Julian B. Morris, CFP, and headquartered in Boston, Massachusetts. The firm delivers integrated financial planning and wealth management to high-earning professionals, successful families, retirees, and business owners, with a stated minimum of $500,000 in investable assets per household. Services are organized around a proprietary FIT SHAPE methodology (Find, Identify, Talk / Share, Heart-to-heart, Assess, Plan, Engage) and a six-step planning process, covering financial position, tax planning, risk management, investment management, retirement planning, and estate and business planning, with specialized modules for equity compensation (RSUs, ISOs, NSOs, ESPPs), sustainable investing (ESG/SRI/BRI), and second opinion reviews.

The firm operates on a hybrid fee model combining a percentage-of-AUM advisory fee (0.50% to 1.50% depending on asset tier, lower for larger portfolios) and a flat-fee financial planning retainer starting at $2,500 per year, with a negotiable percentage for clients holding $10M+ in assets. Securities custody and investment research are delivered through LPL Financial, investment advice is provided through Flagship Harbor Advisors, and client-facing planning runs on RightCapital with risk profiling via Riskalyze. Delivery is primarily virtual via Zoom to a nationwide client base, with in-person meetings available by appointment at offices in Boston (346 Commercial Street) and Needham, Massachusetts.

The firm is privately held, founder-led, and reports 1-10 employees. It has been recognized as a Five Star Wealth Manager every year since 2013 and has been featured in Forbes, TIME, Boston Globe, Yahoo Finance, MarketWatch, Bankrate, and GOBankingRates. Client acquisition is referral-driven and content-led, supported by a blog, resource center, YouTube channel, and personal brand presence of the founder. The firm is licensed to serve clients across 15 U.S. states (CA, CT, FL, IL, MA, MD, MT, NC, NH, NJ, NY, PA, RI, VA, VT) and explicitly practices selective client onboarding to maintain service quality.

Name

Concierge Wealth Management

Legal name

Concierge Wealth Management

Website

https://conciergewm.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

1–10 employees

Short description

Concierge Wealth Management is a Boston-based boutique fiduciary RIA founded in 2010 that provides integrated financial planning and wealth management to high-earning professionals, families, and retirees with a $500K minimum investable asset threshold, delivered via a hybrid AUM and flat-fee model.

Ownership category

akta.pro rank

Product category

Wealth Management and Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industries

Business Owner & Executive Financial Planning (FSAEAAAO), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

Keywords

• Wealth management
• Financial planning
• Investment advisory
• Equity compensation planning
• Retirement income planning

Headquarters

HQ city

Boston

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Assets Under Management (AUM) Fees: Ongoing portfolio management fees calculated as a percentage of discretionary assets under management. Fee schedule ranges from 0.50% to 1.50% depending on asset level, with lower percentages for higher asset tiers.
2. Flat-Fee Financial Planning Retainer: Annual retainer for financial planning and consulting services, starting at $2,500 per year for personalized advisory services.
3. Insurance Commissions: When recommended, insurance products may include commissions. Any potential conflicts are disclosed upfront.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels8 records

Core offering

Concierge Wealth Management is a boutique fiduciary Registered Investment Advisor that delivers integrated wealth management and comprehensive financial planning to high-earning professionals and affluent families. Its core offering combines discretionary investment management (with tiered Assets Under Management fees) and a flat-fee planning retainer covering financial position, tax planning, risk management, investment management, retirement planning, and estate & business planning, supplemented by specialized modules such as equity compensation planning, life planning services, sustainable investing, and second opinion reviews. Services are delivered through the proprietary FIT SHAPE methodology, RightCapital-based interactive planning, and the Account View client portal, with a minimum threshold of $500,000 in investable assets.

Product overview

Concierge Wealth Management offers an integrated wealth management and financial planning service through a hybrid fee-based model combining financial planning with active asset management. The core offering consists of comprehensive financial planning services and wealth management, supplemented by specialized modules including equity compensation planning, life planning services, sustainable investing, and second opinion reviews. The firm delivers services through its proprietary FIT SHAPE methodology and a standardized six-step planning process, leveraging LPL Financial's research infrastructure and utilizing RightCapital for interactive financial plan delivery. Clients access accounts via the Account View portal and receive ongoing planning support through virtual meetings. The service is designed for high-earning professionals, business owners, and affluent families with a minimum threshold of $500,000 in investable assets.

Differentiator

Problem solved

Functional benefit

Brands

• FIT SHAPE: The FIT SHAPE Philosophy is the way the firm works with clients to help plan for the future. F.I.T. stands for Find out about each other, Identify what is important, and Talk about next steps. S.H.A.P.E. stands for Share your story, Heart-to-heart conversation, Assess options, Plan implementation, and Engage regularly.

Products and services

• Comprehensive Financial Planning Holistic financial planning service for high-earning professionals and families that covers Financial Position, Tax Planning Strategies, Risk Management, Investment Management, Retirement Planning, and Estate & Business planning.
• Wealth Management Discretionary investment management service that uses LPL Financial's research team for asset allocation and portfolio management, offering fee-based advisory programs with no-load, institutional, and load-waived mutual funds alongside traditional securities.
• Life Planning Services Supplementary advisory services covering retirement income spending strategies, estate planning, capital preservation techniques, tax planning review, employee benefits analysis, and major purchase decision support.
• Equity Compensation Planning Specialized planning for equity compensation including RSUs, ISOs, NSOs, RSAs, and ESPPs, with liquidity event planning, 83(b) election guidance, and tax-efficient diversification strategies for concentrated stock positions.
• Second Opinion Review Independent fiduciary review for clients with existing financial advisors that assesses current portfolio, fees, financial plan, tax efficiency, and identifies gaps against client goals.
• Sustainable Investing ESG and Socially Responsible Investing (SRI) portfolio construction that aligns investments with environmental, social, and governance values, including Biblically Responsible Investing options.
• Financial Planning Consulting (Flat-Fee Retainer) Standalone annual financial planning and consulting retainer starting at $2,500 per year, providing personalized objective advice with custom analysis, executive summary, and actionable recommendations that adapt as life evolves.

Quantifiable outcome

• Five Star Wealth Manager recognition every year since 2013

Named customers3 records

Segments8 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature1 record

Partnerships

Three partnerships are on record, tiered core.

• Flagship Harbor AdvisorscoreStrategic or Co-development PartnerRegistered Investment Advisor and separate entity from LPL Financial. Flagship Harbor Advisors provides compliance oversight, investment infrastructure, and operational support. Concierge Wealth Management leverages Flagship Harbor Advisors' knowledge of over 3 decades as a leader in the RIA space. David Kaufman serves as CEO & Founder, Jay Sawyer III as EVP & Chief Compliance Officer, and Erik Jefferson as Chief Investment Officer.
• LPL FinancialcoreOthersNation's largest independent broker/dealer. Provides securities custody through LPL Financial, Member FINRA & SIPC. LPL Research team of 40 independent analysts, quantitative experts, strategists, and economists provides investment research support. Also provides access to LPL Private Client Team for clients with $5M+ in assets.
• RightCapitalcoreTechnology or IntegrationFinancial planning software platform used for interactive planning, scenario modeling, and portfolio projections. Clients access their financial plans through RightCapital's secure platform.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Emerging players

• Facet Wealth: Tech-enabled fiduciary RIA delivering comprehensive financial planning at lower price points through a hybrid digital-plus-advisor model. Targets the same affluent mass-market segment as Concierge but with a fundamentally different cost structure and delivery model.
• Personal Capital (Empower Personal Dashboard): Hybrid digital wealth management and financial planning platform serving affluent investors with a combination of self-service tools and human advisors. Competes for tech-comfortable affluent clients who might otherwise engage a boutique RIA.
• Harness Wealth: Tech-enabled advisory platform focused on equity-compensation and complex-compensation professionals — directly comparable to Concierge's Wealth Builder and equity compensation niche, but with a digital-first delivery model.
• Zoe Financial: Online marketplace and RIA matching affluent clients with vetted, fee-only fiduciary advisors. Competes for the same Wealth Builder and Second Opinion segments as Concierge and could capture clients before they ever reach a boutique firm.

Broad incumbents

• Carson Group (Carson Wealth): Large independent wealth management firm offering financial planning and investment management to affluent households through a network of advisors. Directly comparable service model to Concierge but operates at materially greater scale with a corporate RIA infrastructure.
• Mercer Advisors: National RIA specializing in comprehensive financial planning, investment management, and tax services for affluent retirees and accumulators. Comparable comprehensive-planning-led model with a strong emphasis on retiree and second-opinion segments.
• Edelman Financial Engines: Large national RIA offering financial planning and investment management to mass-affluent and high-net-worth households. Provides comparable planning-first services with the added dimension of employer-sponsored workplace plan relationships.
• Creative Planning: One of the largest independent RIAs in the U.S., offering comprehensive financial planning, investment management, and tax services to high-net-worth households. Comparable fiduciary, fee-based model with a much broader geographic and operational footprint.
• Mariner Wealth Advisors: National RIA providing comprehensive wealth advisory, financial planning, and tax services to ultra-high-net-worth and high-net-worth clients. Overlaps directly with Concierge on planning-first, fiduciary positioning but at much larger scale and with institutional capabilities.

Direct peers

• SaxeCap Wealth Advisors: Independent fee-only RIA providing comprehensive financial planning and wealth management to professionals, business owners, and retirees. Closest direct comparable to Concierge in size, fiduciary positioning, and target clientele.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/conciergewm
• YouTubeyoutube.com/channel/UCg3QdG7B-ibEtkt-6bNM9WA
• Facebookfacebook.com/ConciergeWM
• LinkedInlinkedin.com/company/concierge-wealth-management
• Instagraminstagram.com/conciergewealthmanagement

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

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 Concierge Wealth Management