$18MM AUM | $165,000 GDC in Austin, TX

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Succession | Successor
Location
Austin, TX, US
Fee 0% Commission 100%
$165,000
Gross Revenue
14
# of Accounts
62
Avg Client Age
Overview

Planning Better Lives is a values-driven wealth management firm focusing on helping business owners and self-employed professionals make more confident decisions about their future.

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Extended Profile Information

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