Overview

I run a new RIA solo-practitioner financial planning firm which provides advice on investments and insurance in the Phoenix and surrounding valley. I'm a CFP(R) professional with past experience with Vanguard and Edelman Financial Engines encompassing 10 years. My firm is fee and commission based. On the insurance products nothing is variable.

Looking to connect with advisors who are looking to sell their books of business in the near term. Would prefer to buy a book that is smaller in size and a seller willing to do a split-revenue sharing on the book for 3-5 years while I take over the book.

Market
Advisor/RIA
Member Level
Chalice
Last Activity
6 months or more
Listing Age
948 days old

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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