$68MM AUM | $1MM GDC in Edmond, OK

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Merge | Succession | Continuity | Successor
Location
Edmond, OK, US
Fee 0% Commission 100%
Gross Revenue
$1,047,000.00
# of Accounts
1,000
Avg Client Age
62
Overview

Currently looking to buy or merge my practice. Currently have a 26 year old advisor that wants to continue my practice but may need some help if something were to happen to me in the next 10 years. I am a CPA, ATTY, CFP so our practice has heavy estate planning component to it.

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