Financial Services Minneapolis, MN 7 employees
Independent Fee-Only Wealth Advisory Practice
Fee-only CFP practice managing assets for high-net-worth clients in Minneapolis
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 10 years. Proven succession-ready operation.
Key Highlights
CFP-led advisory team
Average client tenure of 10 years
Fee-only, no commission conflicts
12+ years in operation
Financial Overview
Reason for Selling
Founding advisors planning succession
Documents Available in Data Room
Other Documents
Financial Statements
Tax Returns
Operational Documents
Asking Price
$9.2M
Company name and seller contact revealed after purchase. One-time fee.