PRACTICE INFORMATION

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This fee-only RIA practice, located on California’s Central Coast, emphasizes providing its clients with current, informed investment and financial planning advice. The practice’s current annual revenue is approximately $495,000, of which over $435,000 is recurring revenue from fees on approximately $46 million in assets, with the remaining revenue generated by financial, tax, estate planning, and third-party managed asset services. Started 32 years ago, this practice offers a loyal client base, all located in California, and a robust referral pipeline.

The preferred buyer would be a well-established RIA or hybrid with experience in trust and estate tax work and a dedication to client service. The seller would prefer a buyer with a local presence. The seller also seeks a buyer with at least one staff member with the Certified Financial Planner™ designation. One non-licensed staff member would like to remain with the firm post sale.

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