Overview

I'm a comprehensive fee based financial planner looking to expand my practice and services to clients. There is a big opportunity in the financial industry with consolidation and advisors without a succession plan. I am a partner in a firm that has lived by our values putting the client first and delivering servant leadership.

Currently, my revenue is generated from the following 10% from financial planning fees, 20% from insurance (life, DI and LTC), 50% from investment advisory fees, 20% from variable annuities.

I desire to purchase a practice from an advisor who has a runway of 2 to 3 years. I have a service team already built that can onboard new clients and service new and current clients.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 6 months

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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