Join or Login for Access

SL advisors Listing
Financial Advisor   

$2.5MM AUM | $18,000 GDC in Houston, TX

Member Level
Last Activity
6 months or more

Business Mix:

0% Comm
100% Fee


Houston, TX, US
12 Month Gross Revenue
Number of Accounts
Avg Client Age


We are a Wealth Management firm founded by CPA's and CFP's in Houston, Texas. We are looking to grow organically by prospecting existing CPA clients and acquiring other practices. We feel prepared to work in a DOL world by embracing online, digital advice and web based financial planning at a reasonable cost. We still have a traditional wealth management offering for clients who want to work in person and review printed plans, and we have also prepared ourselves for change over the next several years by embracing technology and reducing overhead fees that are normally passed along to the client.

Extended Profile Information

Peer to Peer

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
Anonymous Messaging