Overview

Seeking opportunity to buy an AUM practice, be a successor or have a CFP® join in fee-only RIA with AUM + Planning Retainer model.

I'm 47 years old, CFP®, MBA and 24 years in industry. Founded fee-only RIA, PlanDynamic (___). Past experiences include advisory, investment management and M&A/Breakaways in RIA space.

Welcome opportunity to talk with any sellers $15-$50M fee only ($65M if >75% fee), those with short timeframes as well as succession in 3-5 year window. Lastly, if you're a CFP® with a practice that wishes could do more with clients, leverage innovation and deal less of the other stuff - I'd welcome a conversation about partnering.

Last Activity
within 6 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred
Resources
Loading...