$70MM AUM | $700,000 GDC in Dallas, TX

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Buyer | Continuity
Location
Dallas, TX, US
Fee 0% Commission 100%
$700,000
Gross Revenue
250
# of Accounts
62
Avg Client Age
Overview

After 25 years in the b/d world we started our own RIA at the end of 2016. Our team consists of one advisor, one paraplanner and one attorney and we provide fee-only financial planning, wealth management and trust services.

We are interested in finding 1 or 2 like-minded advisors at or near retirement wanting to monetize their practice as they transition into semi or full-retirement.

Unlike the big aggregators we are more concerned with finding a great fit than just acquiring assets. We aren't interested in having a group of advisors that just run their own silo practices. We want to continue building a true team and a fun, family atmosphere.

We are planning oriented (eMoney, MoneyguidePro, Asset-Map. Also use Riskalyze, Everplans, Redtail, Orion, iRebal. Primarily ETF portfolios)

We are based in Dallas and would love to establish a presence in Colorado as well.

Extended Profile Information

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