Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
General
Location
Plano, TX, US
Profile Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$105,000,000.00
Gross Revenue
$900,000.00
# of Accounts
245
Avg Client Age
49
Overview

Independent, fee-only wealth management and financial planning firm. FPA and NAPFA member looking to grow through acquisition or merger with a like-minded firm.

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