$17MM AUM | $185,000 GDC in Arvada, CO

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Location
Arvada, CO, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$185,000.00
# of Accounts
90
Avg Client Age
60
Overview

I have 19 years of industry experience. I am a CFP and looking to grow my Advisory and Financial Planning practice through acquisition. I would prefer a seller that is willing to transition the client base so that the clients feel comfortable with the change. I am open to moving my office location for the right scenario. I am also interested in keeping key support staff given the right scenario. I prefer not to change B/D at this time, but not completely averse if the deal is right.

I am a holistic financial planner and use a goals based approach to planning paired with a unique emotional analysis to go through the financial planning process and use both in house and third party money management.

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