Financial Services San Diego, CA 5 employees
Fee-Only Financial Advisory Practice for HNW Clients
Fee-only CFP practice managing assets for high-net-worth clients in San Diego
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
15+ years in operation
Financial Overview
Reason for Selling
Founding advisors planning succession
Documents Available in Data Room
Other Documents
Financial Statements
Operational Documents
Tax Returns
Asking Price
$7.1M
Company name and seller contact revealed after purchase. One-time fee.