$300MM AUM | $2.2MM GDC in Southlake, TX

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Listing Type
Buyer
Location
Southlake, TX, US
Fee 0% Commission 100%
Gross Revenue
$2,200,000.00
# of Accounts
700
Avg Client Age
55
Overview

We are a comprehensive, Fee-Only, financial planning practice in the DFW area that uses 100% passive index fund strategies. Core client profile is $1-10M in assets. Have enjoyed tremendous organic growth in recent years, but may also be open to the possibility of acquiring another practice as long as it is the same business model and culture.

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