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

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