About the Business

A rare opportunity to acquire a well-established boutique financial planning business with a strong reputation for compliance, stability, and client care.

Operating since 2020 under a reputable licensee, the practice services 88 active households with $17.2 million in Funds Under Advice. Approximately 73% of revenue is recurring, with the remainder generated from upfront advice and insurance commissions. Net revenue to the business was $171,000 in 2025.

Clients are primarily professionals and retirees, with high retention supported by structured review processes.

This is a turnkey opportunity for an individual adviser looking to fast-track independence or a larger practice seeking to expand with quality clients and consistent revenue. Backed by strong systems, outsourced paraplanning, and a clean compliance history, the business is well-positioned for further growth.

Offered on a cash-free, debt-free asset sale basis. The vendor is open to facilitating a smooth transition.

For more information, please contact Phil Lyons or Tony Arena at BCI Business Brokers.