$100MM AUM | $650,000 GDC in Plano, TX

Market
Advisor
Member Level
Lite
Last Activity
this week
General
Listing Type
Buyer | Merge | Successor
Location
Plano, TX, US
Fee 0% Commission 100%
Gross Revenue
$650,000.00
# of Accounts
450
Avg Client Age
55
Overview

We are a comprehensive financial planning firm in Plano, TX and we are looking to grow via acquisition in the Texas market. We are hoping to connect with an advisor that values his/her clients and is looking for a quality team to step in and fill their shoes.

We are also open to discussing merger opportunities with other firms in the region that share our values and view of the business.

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