$20MM AUM | $200,000 GDC in El Dorado Hills, CA

Market
Advisor
Member Level
Basic
Last Activity
this week
Listing Age
199 days old
General
Listing Type
Buyer
Location
El Dorado Hills, CA, US
Fee 0% Commission 100%
Gross Revenue
$200,000.00
# of Accounts
99
Avg Client Age
55
Overview

Fee-only planner providing comprehensive financial planning. I am looking to grow my business by serving more clients in Northern California.

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