$500MM AUM | $4.5MM GDC in Houston, TX

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Houston, TX, US
Fee 0% Commission 100%
Gross Revenue
$4,500,000.00
# of Accounts
1,200
Avg Client Age
50
Overview

Begay & Associates is a Baron's top 100 advisory practice. Audree Begay, CFP(R) is the CEO and JT Wiederholt, CFP(R) is the COO. We deliver premium value and service to our clientele in a unique and systematized fashion. Our vision is to be the provider of choice for advisors who have high expectations when selling their practice. We are growing rapidly and are well-funded, well-staffed, and experienced with mergers and acquisitions. We truly appreciate the opportunity to be considered as a partner in acquiring or merging with you.

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