$44MM AUM | $150,000 GDC in Fort Collins, CO

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer | Merge | Successor
Location
Fort Collins, CO, US
Fee 0% Commission 100%
$150,000
Gross Revenue
30
# of Accounts
45
Avg Client Age
Overview

I recently started my faith and family focused fee-only RIA business (est. July 2016) and would love to merge or connect with other fee-only advisors who may be looking for a successor. I have my CFA designation and I love working with families, doing financial planning, coordinating with CPAs, and all the ins-and-outs of running this business.

Extended Profile Information

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