$260MM AUM | $2.2MM GDC in Worthington, OH

Market
Advisor
Member Level
Plus
Last Activity
this week
General
Listing Type
Buyer
Location
Worthington, OH, US
Fee 0% Commission 100%
Gross Revenue
$2,200,000.00
# of Accounts
2,500
Avg Client Age
55
Overview

My wife and I run a comprehensive financial planning firm where acting as a Fiduciary is the foundation to our practice. With our in house asset management process, we access Dimensional Fund Advisor (DFA) as an approved firm with direct access to their resources and funds. We are looking to purchase a firm from a retiring advisor or willing to become their succession/continuity plan. Our team of 11 has over a combined 150 years of experience dating back to the early 1980's.

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