Overview

I have a small fee only financial planning firm and have a deep planning (CFP, CPA and law) background. Looking to either buy a firm that is primarily fee only or provide continuity for a small firm that is looking for someone to succeed in the short to mid-term. Ideal fit would be a firm whose clients either are currently receiving planning or would benefit from the fee only planning approach. I am located in Nashville but am willing to relocate or work out out of multiple offices for the right opportunity. Will likely be joining with a new start-up RIA out of Florida to provide even more resources.

Last Activity
6 months or more

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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CRM Systems

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Resources
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