Overview

Solely owned franchisee financial planning and asset management business with 98% recurring income. Currently, there are two financial advisors and two staff members. Clients average age is 52 and are located across the country. Majority of client meetings are conducted virtually with some in-office meetings at the client's request. Looking to continue growing the practice with a diverse client base, advisors, and staff alike. The practice has grown through referrals and is now interested in purchasing another practice of an outgoing advisor or one that intends to stay in business.

Last Activity
within 6 months

Business Data

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Clearing Firm / Custodian

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