$12MM AUM | $170,000 GDC in
I am currently with a small broker dealer where I am doing more and more fee-based work so I am seriously considering moving to the RIA world completely. I am exploring starting my own RIA but would also entertain joining another advisor or group of advisors who has like minded planning and client service values. I am a CFP so I approach all of my clients from a true holistic planning process and their needs / wants direct me to the services I provide for them. I am product agnostic as I know everyone is unique and therefore I approach each client engagement with as much of an impartial stance as a human can have.