$25MM AUM | $335,000 GDC in Houston, TX

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
General
Compatibility
Location
Houston, TX, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$335,000.00
# of Accounts
180
Avg Client Age
52
Overview

I am a fee-only advisor in Houston, TX, actively looking to acquire a practice in Texas. I provide comprehensive Financial Planning services for my clients, and am affiliated with Fieldstone Financial, a fee-only advisory firm based in Foxboro, MA.

Fieldstone Financial is structured to fully support advisors interested in having a built-in succession plan and contingency plan, so they can quit worrying about death, disability or how to sell their practice in retirement, and remain focused on their clients. Fieldstone has acquired and merged several practices into our firm, so we understand the process and have built the tools necessary to simplify client transition and strengthen client retention.

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