$40MM AUM | $350,000 GDC in Coppell, TX

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Buyer
Location
Coppell, TX, US
Fee 0% Commission 100%
Gross Revenue
$350,000.00
# of Accounts
257
Avg Client Age
62
Overview

We own an independent investment advisory and fee-only financial planning firm located in Dallas/Ft. Worth and the Phoenix/Scottsdale, AZ area. With over 25 years of experience, we are a planning oriented firm that believes in a disciplined, low cost, passive investment philosophy using DFA and Vanguard. We plan on being in the business another 25-30 years and would like to continue to grow organically as well through practice acquisition.

We are currently seeking a like-minded firm that puts their clients planning first, acts in a fiduciary capacity and shares a similar investment philosophy. We are looking for a firm who wants to sell within the next 24 months or establish a continuity plan in the event something happens to them.

Additionally, your value proposition should be largely focused on comprehensive planning and behavior management rather than market forecasting. You should also implement and manage client portfolios via a passive investment approach using index funds from DFA, Vanguard, etc.

If you are considering retirement, want to sell your firm, or you want to establish a continuity plan to protect your family and clients in the event something happens to you, we would love to talk with you.

We have the capital available to make a successful acquisition. And, of course, integrity and work ethic are our driving values toward client advice and excellence.

We look forward to hearing from you.

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