This fee-only RIA in the Pacific Northwest is focused on providing its 51 households with exceptional financial planning and wealth management services with a focus on sustainable, socially responsible and impact investing. Total revenue for this RIA in 2021 was $242,427, with approximately 93 percent from managing $24,000,000 million in assets and the remaining from financial planning fees.
The ideal acquisition partner would be a fee-only RIA with at least one CFP on staff that views the world through a socially responsible lens. The seller would like to help an acquiring firm successfully transition clients during a one-year glide path to retirement.
