Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
General
Location
Knoxville, TN, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$95,000,000.00
Gross Revenue
$950,000.00
# of Accounts
250
Avg Client Age
60
Overview

We are a truly comprehensive financial planning practice where we follow a fee-based process that looks at all areas of a client's financial picture on a coordinated basis. I would love to speak with like minded individuals who would potentially have an interest in selling their practice or long term transition as well as those who might be interested in a merger opportunity.

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