$7.5MM AUM | $75,000 GDC in Pewaukee, WI

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Listing Type
Buyer | Succession
Location
Pewaukee, WI, US
Fee 0% Commission 100%
$75,000
Gross Revenue
74
# of Accounts
50
Avg Client Age
Overview

Fortress Planning Group helps successful individuals and families design and implement comprehensive wealth plans, from basic investment advising to legacy planning. As an independent, fee-only, registered investment advisor, Fortress Planning Group principal Scott Wellens, CFP® coaches clients toward a holistic view of wealth and family stewardship—beyond simple dollars and numbers… to the bigger picture of what’s possible. I want to find a like minded firm in the Milwaukee area that is looking to sell their practice now or at a future date.

Extended Profile Information

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