Dr. Preston D. Cherry, CFP®
Flat-Fee Financial Advisor in Houston for Gen X Professionals
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Serving Clients Nationwide
Flat-Fee Financial Advisor in Houston for Gen X Professionals
Areas of Focus
- Equity Compensation Options
- Financial Life Planning
- Investment Management
- Retirement Planning
- Tax-Aware Retirement Income Coordination
About Dr. Preston D. Cherry, CFP®
I am a flat-fee financial advisor in Houston working with Gen X professionals, executives, and oil & gas leaders navigating retirement, tax strategy, and investment decisions.At Concurrent Wealth Management, we provide integrated financial planning and investment management for a transparent, dollar-based flat fee, not a percentage of assets. This approach helps clients avoid the long-term fee creep common with traditional 1% AUM models while making more confident decisions about their financial future.
I’m the author of Wealth in the Key of Life, host of the Financial Harmony™ Podcast, and a media contributor featured in Kiplinger, Investopedia, MarketWatch, and other national outlets.
My work focuses on helping clients align their financial decisions with their lives, not just their portfolios. Many of the people I work with have built significant wealth but are still asking deeper questions: Can I retire early? Am I making the right decisions with my equity compensation? How do I balance enjoying life now with long-term security? My role is to bring clarity, structure, and confidence to those decisions through a comprehensive, planning-first approach.
Wealth reflects more than strategy. It reflects identity, values, and how you want to live your life.
I’m Dr. Preston D. Cherry, CFP® professional and Founder of Concurrent Wealth Management, a flat-fee fiduciary firm serving high-income Gen X professionals, business owners, and oil & gas leaders.
Concurrent Wealth Management is an independent, flat-fee fiduciary firm providing all-inclusive financial planning with integrated investment management, priced as a transparent flat dollar fee based on complexity and value delivered, not as a percentage tied to portfolio growth.
My approach is grounded in Financial Harmony™, a framework that integrates financial planning, behavioral finance, and money psychology to help clients make aligned, confident decisions across retirement, tax, and investment strategy without sacrificing life today.
With a Ph.D. in Personal Financial Planning, experience as a CFP® professional and financial therapist, and years of direct client work, I bring both evidence-informed depth and practical strategy to people navigating complex financial lives and transitions.
Professional Designations
- Accredited Financial Counselor (AFC)
- CERTIFIED FINANCIAL PLANNER ®
- Certified Financial Therapist (CFT)
- Ph.D. in Personal Financial Planning
Affiliations
- AFCPE
- Association of African American Financial Advisors (AAAA)
- CFP Board
- Financial Planning Association
- Financial Therapy Association
- FinServ Foundation
Primary Location
11111 Katy Freeway, Suite 910, Houston, Texas, 77079
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Flat Fee
- One-time Financial Plan
What to expect in the first meeting
Book your 25-minute intro call. No pressure, no cost. Explore how flat-fee, fiduciary advice can bring clarity and alignment to your life, wealth, and decisions. After booking, you’ll answer a few quick questions so we can make the most of our time together. We look forward to connecting.Offers Investment Management
Yes
About Concurrent Wealth Management
Concurrent Wealth Management is a flat-fee fiduciary firm serving high-income Gen X professionals and oil and gas leaders who face complex financial decisions in their peak earning and pre-retirement years.Headquartered in Houston, Texas, the firm works with clients locally and nationwide through in-person and virtual planning relationships.
Concurrent Wealth Management provides all-inclusive financial planning with integrated investment management, priced as a transparent flat dollar fee based on complexity and value delivered, not as a percentage tied to portfolio growth.
The firm’s work focuses on retirement timing, tax strategy, equity compensation, investment coordination, and major life transitions. These are situations where judgment, clarity, and coordination matter more than generic advice or product sales.
Clients work with Concurrent Wealth Management for clear, customized guidance built around real financial decisions, not one-size-fits-all plans or sales-driven recommendations.
Education
Texas Tech University |Ph.D., Personal Financial Planning | Prairie View A&M University, BBA, Finance
Hobbies and Interests
- Board Games
- Cooking
- Family
- Golf
- Grilling
- Movies
- Music
- Tennis
- Traveling
- Writing
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Corporate Executives
- Couples
- Families
- Gen X
- Investors
- Living in Retirement
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