We are a fee-based office of 7 people - 5 advisors and 2 licensed full-time and 1 part-time staff members. Together we hold the following designations: CFP (3), RICP (1), CLTC (1), CDFA (1), ChFC (1), and CRPC (1). We are all under the age of 45. We will be in this industry for the long term and are looking to grow through practice acquisitions and/or bringing in additional advisors as part of their succession plan. Most of our AUM are in managed accounts, with some in 3rd party money managers. We focus on financial planning and investment management, and charge fees for both services. We have experience with outright practice purchases, merging practices, and with succession planning.