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Financial Advisor   

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

Member Level
Premier
Last Activity
6 months or more

Business Mix:

0% Comm
100% Fee

General

Location
Houston, TX, US
12 Month Gross Revenue
$18,000
Number of Accounts
3
Avg Client Age
65

Overview

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.

 
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