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$150MM AUM | $1.4MM GDC in Ocala, FL

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Last Activity
this week

Business Mix:

35% Comm
65% Fee


Ocala, FL, US
12 Month Gross Revenue
Number of Accounts
Avg Client Age


I am a CFP® on a team of advisors primarily focused on discretionary fee-base planning. We have over 60 years of combined experience and take pride in doing our very best for our clients. Our team is looking to grow by acquisition in addition to our ordinary growth objectives. We are looking for advisors wanting to retire or seeking to exit the business for other reasons and preferably share the same mindset on financial planning. We are located in Ocala, but have clients all around the state as well as a number of clients outside of Florida.


Has Office Space to Share in Ocala, FL

We have 2 large offices, 2 smaller offices and an additional open space desk available. Definitely looking to grow.

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