Grades describe a company’s AI use, not the quality of its services.
Houston, TXFinancial advisorsPublicly using AI since 2023

Concert Financial Planning

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How they use AI

Uses AI tax return analysis that caught a client's filing error and recovered $30,000 in refunds.

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Why this grade

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This business has access to industry-standard AI tools, uses AI in important financial planning and investment work and has shared real-world results.

AI-use signals

Has access to industry-standard AI tools

Uses AI in important financial planning and investment work

Has shared real-world results

Useful questions to ask

Before you hire

Public information does not yet cover these parts of how this business uses AI. Ask them directly.

  1. How many of your staff use AI, and how are they trained?
  2. Is AI connected to your systems and records, or used on its own?
  3. How do people review AI output and protect client financial information?

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Subject: Question about how Concert Financial Planning uses AI

Hi Concert Financial Planning team,

I'm considering working with your business and would like to understand how you use AI.

1. How many of your staff use AI, and how are they trained?
2. Is AI connected to your systems and records, or used on its own?
3. How do people review AI output and protect client financial information?

Thank you.

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This grade is about how the business uses AI. It is not a grade for the quality of its work or any one employee.