Overview

I have a fee-only financial planning and investment management practice in Draper, UT. I manage about $90 million in AUM and provide financial planning to all AUM clients. In addition to the AUM model I also offer an hourly financial planning option which has been a growing part of the business. I'm interested in merging with other like-minded practices/advisors to combine resources, talents, and skills to fuel growth.

Market
RIA
Member Level
Premier
Last Activity
within 2 months
Listing Age
688 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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