Overview

We are located in Northern CA and looking for partners who would like to be part of a well branded, multi-disciplined firm. We are a planning firm and feel a good synergy would be someone that does not have a formal financial planning process but would like to add that ability. The same is true of qualified retirement plans. We are also beginning to use retainer pricing as an alternative to AUM. We DO NOT require that financial planning clients have their investments with us. We have clients in 22 states, and are part of an SEC registered RIA.. We are no longer brick-and-mortar, so advisor location is NOT an issue. If you are someone who is looking to exit the business, we can facilitate that. Are you this like-minded person?

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more

Business Data

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