Financial Services Pittsburgh, PA 11 employees

Fee-Only Wealth Management Practice for HNW Clients

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

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 8 years. Proven succession-ready operation.

Key Highlights

CFP-led advisory team

Average client tenure of 8 years

Fee-only, no commission conflicts

17+ years in operation

Financial Overview

Annual Revenue	$1.8M
EBITDA	$718k
Revenue Growth (YoY)	5.0%
Year Founded	2009
Employees	11

Reason for Selling

Founding advisors planning succession

Documents Available in Data Room

Financial Statements

Tax Returns