$4.3MM AUM | $60,000 GDC in Chesterfield, MO

Market
Advisor
Member Level
Premier
Last Activity
this month
Listing Age
90 days old
General
Listing Type
Buyer
Location
Chesterfield, MO, US
Fee 0% Commission 100%
Gross Revenue
$60,000.00
# of Accounts
80
Avg Client Age
45
Overview

We are a fee-only planning firm, with a particular emphasis on helping small business owners and tax planning. We are CPA/CFP owned and operated. We use TD Ameritrade as our custodian and eMoney as our financial planning software. We are looking to acquire an RIA if it is the right fit, both in terms of size and similarity in philosophy / operations.

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