Overview

100% fee-based, age 48, CFP wants to succeed or merge with an adviser that wants to grow, retire, be less client facing, or who wants to work on the investments instead of planning with clients. Currently at $85MM of AUM - 99% mutual funds and ETF's with 430 accounts in 140 households under Schwab. Also want to grow the practice and find a successor for the existing investment-focused staff member. Currently, we are a team with one adviser and two full-time, licensed staff. We use MoneyGuide Pro, Redtail, Morningstar Workstation and Orion to offer comprehensive financial planning and investments.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks

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