Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
631 days old
General
Location
Chandler, AZ, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$45,000,000.00
Gross Revenue
$425,000.00
# of Accounts
300
Avg Client Age
62
Overview

I am a CFP® that is part of an SEC registered RIA that focuses heavily on financial planning. The production I listed on my profile is my personal information and not that of our firm. I have at least 15 years left in the industry and I'm interested in growing my practice through acquisition. In 2014 I acquired a practice from a local advisor and the transition went quite well. Our firm has made a substantial investment in technology ensuring our clients have the most robust platform to facilitate their financial planning needs. We also own a private fiduciary so we are able to guide our clients through a more comprehensive planning process than most firms. Our firm is willing to establish a relationship with an additional custodian if that helps to make a potential transition smoother. I am interested to learn more about your practice and your exit strategy considerations.

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