$27MM AUM | $150,000 GDC in Limerick, PA

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer
Location
Limerick, PA, US
Fee 0% Commission 100%
Gross Revenue
$150,000
# of Accounts
250
Avg Client Age
51
Overview

I'm a CFP professional and I run a growing financial planning practice. I'm open to helping other advisors looking for a successor. My current business structure and growth capacity put me in a good position to purchase a practice or help with a retirement transition.

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