Overview

100% fee-based, age 50, CFP wants to succeed or merge with an adviser that wants to grow, retire, be less client facing, or who wants to work on investments instead of planning with clients. Currently at $105MM of AUM - 99% mutual funds and ETF's with 470 accounts in 157 households under Schwab. Also want to grow the practice and find a successor for the existing investment-focused staff member. Currently, we are a team with one adviser and two full-time, licensed staff. We use MoneyGuide Pro, Redtail, Morningstar Workstation and Orion to offer comprehensive financial planning and investments.

Last Activity
within 3 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred
Resources
Loading...