Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Phoenix, AZ, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$14,000,000.00
Gross Revenue
$90,000.00
# of Accounts
110
Avg Client Age
50
Overview

I am a CFP looking to expand my single advisor paperless practice with buying another fee based firm within the southwest region. Currently I am mixed with about half my revenue fee based and the other half commissioned based. I'm transitioning to fully fee based by year end. I have clients in CA, AZ, NM, and VA.

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