PRACTICE INFORMATION

As a fee-only RIA, this Rocky Mountain Region-based practice focuses first and foremost on providing independent financial planning to its 38 client households. The firm utilizes a flat fee structure based on assets and has an established, loyal client base with an average tenure of 14 years. Annual gross revenue for this practice is $203,600, of which $191,600 is from $45 million in assets under management and $12,000 is from hourly financial planning work.

The seller seeks a buyer with experience that aligns with the practice’s specialty in serving clients who are close to or in retirement, and who prioritizes personalized client service and education before investment management. Having a Certified Financial Planner® on staff is required. The buyer must also be available to meet clients in person at a minimum of once annually.

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