Overview

$80MM AUM / $625K Gross Revenue / My book of business is evenly split between brokerage and advisory. I manage approximately 120 households, and 50% of my revenue generated is fee-based.

I plan to retire within the year 2025-2026. I prefer to bring somebody on board ahead of time as I service the accounts during the transition.
My ideal candidate would be a client-centered CFP, located within 25-50 miles of my current location.

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

Business Data

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