Articles by Dr. Preston Cherry, CFP®

Dr. Preston Cherry, CFP®, Ph.D., is an award-winning financial planner, financial therapist and founder of Concurrent Wealth Management, a Houston-based, flat-fee fiduciary firm serving high-income Gen X professionals and oil and gas executives nationwide.

He works directly with clients on retirement, tax strategy and investment decisions during pivotal life and career transitions, delivering comprehensive financial planning with integrated investment management through a transparent, dollar-based fee aligned with complexity and value.

Dr. Cherry is an industry thought leader, contributor to leading financial publications, and a frequent media and TV contributor on topics including wealth strategy, behavioral finance and the evolving structure of financial advice.

His work centers on helping individuals move from financial complexity and uncertainty to clarity, confidence and alignment through his Financial Harmony™ framework and Return on Alignment™.

He is the author of Wealth in the Key of Life: Finding Your Financial Harmony.

For readers evaluating advisor pricing, he also provides a detailed flat-fee vs 1% adviser fee comparison to help clarify how costs and value align over time.

Phone: 832-744-1176 | Email: hello@concurrentfp.com | Website: www.concurrentfp.com

Latest articles by Dr. Preston Cherry, CFP®

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Do Your Financial Adviser's Fees Reflect Value or Growth?

Clients may ask if a flat fee is better than a percentage of assets under management, but the real question is whether fees reflect the value of your services.

High-Income, Low Confidence? This 5-Point Plan Can Fix That

High earners can still feel they're on shaky ground financially. Rebuild your confidence with a plan that understands your present and protects your future.

By Dr. Preston D. Cherry, CFP®, Ph.D.