Financial Services San Antonio, TX 9 employees

Fee-Only Wealth Advisory Practice - Succession Ready

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

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 12 years. Proven succession-ready operation.

Key Highlights

CFP-led advisory team

Average client tenure of 12 years

Fee-only, no commission conflicts

20+ years in operation

Financial Overview

Annual Revenue	$1.6M
EBITDA	$660k
Revenue Growth (YoY)	9.0%
Year Founded	2006
Employees	9

Reason for Selling

Founding advisors planning succession

Documents Available in Data Room

Financial Statements

Tax Returns

Operational Documents