$89MM AUM | $890,000 GDC in Tyler, TX

Market
Advisor/RIA
Member Level
Chalice
Last Activity
today
Listing Age
318 days old
General
Location
Tyler, TX, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$89,000,000.00
Gross Revenue
$890,000.00
# of Accounts
250
Avg Client Age
62
Overview

After 25 years in the b/d world we started our own RIA at the end of 2016. Our team consists of one advisor, one paraplanner and one attorney and we provide fee-only financial planning, wealth management and trust services. (CFP, ChFC, CRPC, CDFA, CLTC, CEP, BFA, NSSA & JD on the team)

We are interested in finding 1 or 2 like-minded advisors at or near retirement wanting to team up and/or monetize their practice as they transition into semi or full-retirement.

Unlike aggregators we are more concerned with finding a great fit than just acquiring assets. We aren't interested in having a group of advisors that just run their own silo practices. We want to continue building a true team and a fun, family atmosphere.

We are planning oriented (eMoney, MoneyguidePro, Right Capital, Asset-Map, Riskalyze, Redtail, Orion, iRebal, Holistiplan, MaximizeMySocialSecurity. Primarily ETF and fund portfolios)

We are based in DFW and Tyler, Texas.

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