PRACTICE INFORMATION

21-352 Central Florida Headers and Charts21-352 Central Florida Headers and Charts219-251-header2

This fee-only RIA based in Central Florida is focused on providing its 115 client households with holistic financial planning and tax services on a flat fee or annual retainer basis. The practice’s client base is largely concentrated in Florida and California but would benefit from a partner firm with a national presence. The practice’s trailing 12-month revenue is $417,555 with over $125 million in client assets.

The ideal acquisition partner for this practice would be a firm that offers fee-only service and has a custodial relationship with Charles Schwab. The seller would also prefer a partner firm that offers customized client portfolios or has multiple portfolio options and a firm that has at least one team member that is an enrolled agent.

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