PRACTICE INFORMATION

22-371 Headers and Charts
22-371 Headers and Charts2

This RR/IAR located in the Dallas-Fort Worth metropolitan area offers comprehensive financial planning to his 79 client households. In 2021, this practice generated roughly $370,000 in revenue, approximately 93% of which was from managing roughly $42 million in assets with the remainder from commissions and trails from securities and insurance. 

The ideal acquisition partner would be an RIA or hybrid RIA that offers a deeper bench and increased client service offerings that has a local presence or is at least willing to visit the area to meet with clients. The seller would prefer that their acquisition partner have at least one CFP on staff and use AssetMark and EMoney.

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