Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
San Francisco, CA, US
Profile Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$100,000,000.00
Gross Revenue
$1.00
# of Accounts
350
Avg Client Age
55
Overview

We are independent financial planners in Northern California who run a successful fee-based practice. We are a planning-based firm with a cost-efficient, asset class investment philosophy. We have offices in the Presidio of San Francisco and Chico, CA.

We are interested in meeting other financial professionals considering: business succession or continuity plans, exploring strategic relationships, selling all or a portion of their book, or just sharing best practices.

We are also interested in meeting like-minded professionals considering transitioning from their current firms and partnering with a well-established, independent firm. Our efficient platform and back-office support team can allow advisors more time to focus on activities that are more productive and rewarding for their clients and for themselves.

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