PRACTICE INFORMATION

This boutique RIA based in the Dallas-Fort Worth area is focused on providing their clients with a customized, comprehensive financial plan and expert investment advice. This practice’s typical client is looking for long-term financial security. The practice generated $199,588 in trailing 12-month revenues from managing $21,131,000 in assets for their 45 households.

This is a Sell and Stay® opportunity as the practice’s principals are both looking for a glide path to retirement. The ideal buyer for this practice would be an RIA with a CFP® in leadership or on staff and a “client-first” mentality. The sellers would prefer a buyer that has an existing or would be willing to establish a local office.

MORE INFO + INQUIRE

Inquire NowDOWNLOAD PRACTICE INFO SHEETView Listings BUTTON
Log in to your member dashboard to inquire. Not a member yet? Learn more and sign up for a free membership.

FP Transitions

Subscribe to our newsletter.