Overview

We are a growing financial planning firm with a renewed focus on growing assets and providing comprehensive financial planning. We have transitioned from 100% commission based business to fee based advisory and planning services in the last 12 months. Additionally we focus on strategic tax planning to serve our client base and differentiate us from other advisors. Our primary goal is to grow assets under management to $40MM within 3 years through organic client growth and practice acquisition. Our average client has $300K to $700K in assets and we serve hard-working families that need honest financial guidance in their most critical years.

Previously the practice was involved in almost every facet of financial services and created successful niche businesses in health insurance, life, disability, and long-term care sales. That success distracted from the financial planning practice. With renewed focus we are committed to building the wealth management practice. If you are desiring to sell your $5MM to $20MM practice to an advisor that is looking for fair acquisitions and is focused on deep and responsive relationships with your clients, please connect with Texas Wealth Design in Houston, Tx.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
1,172 days old

Business Data

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