Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Carlsbad, CA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$62,000,000.00
Gross Revenue
$520,000.00
# of Accounts
295
Avg Client Age
52
Overview

Founded in 2015 by CFP with 15 years experience in Comprehensive Wealth Management and a CPA who left the big accounting and corporate world we are a small firm. The team is two principals, CFP is lead advisor on all existing relationships, CPA partner runs the business and one full time ninja of an operations and client relationship specialist. The main office is in San Diego housing lead advisor and relationship specialist. We have a satellite office in Denver Colorado housing the CPA partner and a soon to be retiring advisor whose book we purchased. We also run the only multi office Certified Divorce Financial Analyst practice in the country and are considered nationwide leaders in the space. Most clients come to our wealth management practice after working with us in divorce process or being referred by their attorneys post divorce. Divorce is our niche but not our only skill set or source of new business. We run the business lean by utilizing technology whenever possible. We are looking for acquisition opportunities and potential merger opportunities for an advisor who has a book of business and is interested in joining a forward thinking, niche dominating advisory firm in a partnership role. Joining the firm can come with the benefit of access to our turn key divorce financial planning practice and training for those who are interested. Specific geographic interests are in Denver and Southern California but open to partnering with advisors outside of these areas if joining us on both the wealth management and divorce planning businesses. Partners are young at 37 and 45 years old perfect for your succession plan.

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