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What AI Says About Concurrent Wealth Management | Parse

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Concurrent Wealth Management

BrandsConcurrent Wealth Management

Concurrent Wealth Management in AI answers

Data as of Sep 19, 2026 · Based on 3,321,027 AI responses across 10,525 prompts · See how Parse measures this

Mention rate over time

5%3.3%1.7%0%

Sep 13Sep 15Sep 17Sep 19

Fee-Only Fiduciary Financial Planners0.0%

Fee-Only Fiduciary Financial Planners: Sep 13 0.0%, Sep 14 0.0%, Sep 15 0.0%, Sep 16 0.0%, Sep 17 0.0%, Sep 18 0.0%, Sep 19 0.0%

Where AI skips Concurrent Wealth Management

6 of 6 measured questions

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Questions where AI mentions Concurrent Wealth Management

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Mention rate
6%
Excerpts where Concurrent Wealth Management appeared in the AI's answer
ChatGPT Search · excerpt
Concurrent Wealth Management — Houston-based, flat-fee fiduciary firm with explicit expertise in RSUs, PSUs, LTIPs, ISOs and ESPPs

Concurrent Wealth Managementconcurrentfp.com · Low evidence

Parse Score

20

#72 of 262 in Fee-Only Fiduciary Financial Planners

The market map · 5 of 100 labelled

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Where Concurrent Wealth Management ranks in AI

Fee-Only Fiduciary Financial Planners#72