6 advisors; 5 staff; market niche- $500k-$10M pre/post retirement planning; retirement income distribution; estate and elder care planning. Approx. $350M AUM.
3 CFPs, 3 ChFCs. Specialists in social security and medicare, college planning, divorce financial analysis, and dedicated 401k specialist.
Have second generation advisors, including two female; want to grow AUM and push average age of clients down.