Financial Services Charlotte, NC 6 employees

Fee-Only Financial Advisory Practice

Fee-only CFP practice managing assets for high-net-worth clients in Charlotte

About This Business

Independent fee-only financial advisory practice managing assets for high-net-worth individuals and families. CFP-led team with AUM-based and retainer revenue streams. Strong client tenure averaging 11 years. Proven succession-ready operation.

Key Highlights

CFP-led advisory team

Average client tenure of 11 years

Fee-only, no commission conflicts

13+ years in operation

Financial Overview

Annual Revenue	$2.3M
EBITDA	$990k
Revenue Growth (YoY)	8.0%
Year Founded	2013
Employees	6

Reason for Selling

Founding advisors planning succession

Documents Available in Data Room

Financial Statements

Tax Returns

Operational Documents