Market
RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
320 days old
General
Location
Celina, TX, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
AUM
$3,000,000.00
Gross Revenue
$25,000.00
# of Accounts
6
Avg Client Age
67
Overview

I'm interested in purchasing a fee-only advisor's book as he/she eases into retirement. I recently started my own firm (June 2019), with 8 years' total experience. I am willing to merge as part of the succession plan. I use a combination of DFA funds and active management, and practice comprehensive financial planning as well. I use Right Capital, TD Ameritrade, iRebal, and Wealthbox right now, but am familiar and have experience with eMoney, MoneyGuidePro, Schwab, Fidelity, Tamarac: Advisor View, Rebalancer, and CRM. I've also used Junxure in the past. I'm located in the Dallas area, but communicate virtually with clients as well.

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