$55MM AUM | $450,000 GDC in Raynham, MA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Raynham, MA, US
Fee 0% Commission 100%
$450,000
Gross Revenue
400
# of Accounts
55
Avg Client Age
Overview

25 year solo CFP practitioner. Equal mix of advisory, financial planning and commission based business. Looking to buy practices or merge/facilitate a succession plan for anticipated retiree.

Extended Profile Information

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