Free List of Financial Planning Prctices for Sale.

There's several sites that go on and on about it (how to value a practice, what to do, industry trends and statistics, financial ratios, salary surveys, etc.), but there's no list of actual people in the marketplace anywhere you can get to without paying money, becoming a "member" of something, logging in (which is just a way to get you to give up your e-mail address so it can be sold to spammers), or having to muddle through several annoying barriers.

So we're listing anyone wanting to buy or sell a financial planning or investment management practice here (not law nor accounting practices, nor anything to do with debt / credit).

All you need to do is ask and your blurb will just be pasted in here like the rest (we don't post e-mail addresses because of spam, and all text not pertaining to buying or selling a practice will be deleted - for example, your desire to recruit new reps).

We're not making any money here, don't screen anyone, ask no questions, nor have any requirements for listing. We are not recommending you do, buy, nor sell, anything here. So we are NOT responsible for anything that goes wrong! You are totally on your own.

It's just a list by state at the moment, but will probably evolve into something better over time.

We don't do anything here but copy and paste what people e-mail to us. So if you're interested in something, then contact the people that posted directly.

Like the new buzzword goes, "Please don't keep this a secret!"

These folks said they're interested in buying financial planning practices in all 50 states:

I am open to purchasing a practice in all states in the continental U.S.
Richard Mutchler, Senior Partner
McCulloch & Mutchler Wealth Management, LLC.
1208 Weaver Street Montoursville, Pennsylvania 17754
(570 ) 561-0874

I am open to all states in the continental US.
Asim I. Awan
Chief Financial Officer
Hurst Consulting, LLC
1101 Walnut Street
Suite 203
Kansas City, MO 64106
http://www.becausematters.com (816) 585-1517

Alabama

Andrew R. Fallo, Financial Advisor Ameriprise Financial Services, Inc.
I am interested in purchasing all or a portion of a practice in Louisiana, Mississippi, Alabama, or Northwest Florida.
2424 Edenborn Ave., Suite 170 Metairie, LA 70001 Office: 504-889-1704 or Mobile: 504-628-5705 | Fax: 504-910-8047

Arkansas

Mike, please post on me on your list of Advisors' in the market to purchase
A practice in Southern Missouri, Northern Arkansas, Denver or the Tampa/St. Pete area of Florida. Thanks, Bill
William A. Lane
Financial Consultant, on Sabbatical
The Integrity Financial Group, Inc.
14421 Perry Street
Overland Park, Kansas 66221
Cell- 913-530-8756

Arizona

Kindly post my desire to purchase a practice in one of the following "Greater" areas: San Diego County, CA; Phoenix, AZ; Knoxville, TN; or Fort Meyers/Naples, FL. Thank you.
John B. Czajkowski, CFP, MS

California

I'm a buyer for a Reg. Rep's practice in the San Diego County area. I have Lic 6,63,7,51,24.
Scott A. Galbraith Crown Capital Securities Registered Principal
4747 Viewridge Av., Ste. 109
San Diego, Ca. 92123
858-278-1905, ext 101
858-278-1951(fax)
33rd. Yr. of Service

Kindly post my desire to purchase a practice in one of the following "Greater" areas: San Diego County, CA; Phoenix, AZ; Knoxville, TN; or Fort Meyers/Naples, FL. Thank you.
John B. Czajkowski, CFP, MS

Colorado

We are always interested in talking with sellers of financial planning/RIA practices. We are currently based in the Minneapolis/St. Paul metro area but would consider adding practices in almost any location, with particular interest in Florida, Colorado and South Carolina.
G.L. "Biff" Robillard III
Bannerstone Capital Management, LLC
18258 Minnetonka Blvd. Suite 105
Deephaven, Minnesota 55391
952-249-8888 612-201-7055 cell

Connecticut

Please add me to your list of Advisors in the market to purchase a Financial Planning practice in the state of CT. I will also entertain the possibility for succession planning or a merger.
Thanks,
Frank C. Adams
Senior Vice President
Capital Financial Planning, LLC
110 Washington Avenue 2nd Floor
North Haven, CT 06473
(203)234-6365

Delaware

Florida

Please place me on the list of persons interested in purchasing investment advisory/RIA practices in the Fort Myers, FL area. We are a CPA firm with 6 offices in the State and would also consider having an ongoing revenue sharing arrangement with the seller. Thanks a lot.--
Kind Regards,
Arun Parameswaran, MS, CPA
Chairman & CEO
Astutant Group of Companies
1430 Royal Palm Square Blvd.
Suite 103
Fort Myers, FL 33919
Tel: (239) 481-5800
Fax: (239) 481-5806

Please post our desire to purchase a practice in the Northern Florida or Southern Georgia area.
Thanks, Jon.
Jonathan N. Castle, CFP, ChFC
Managing Partner and Chief Investment Officer
PARAGON Wealth Strategies, LLC
10245 Centurion Pkwy N Ste 105
Jacksonville, FL 32256
904-861-0093

Please post my desire to purchase a planning or investment advisory practice in Florida.
FYI, I am fully funded to pursue this idea. I would also consider a merger with a practitioner wanting to go out ON their own but without BEING alone.
Russell G. Lowry, CFP® CRPC
"The Business Owner's Financial Advisor"
Sagemark Consulting Private Wealth Services
100 Northfield Drive, Suite 200
Windsor, CT 06095
Telephone: 860-298-1893
FAX: 860-298-1812

Georgia

Idaho

Illinois

Indiana

Iowa

Kansas

Kentucky

Louisiana

Maryland

Ravi Dixit, CRPC - Looking to buy full or partial financial Planning practice in MD,DE,FL,VA,DC,OH and NJ
Financial Advisor, Amerirpise Financial
10461 Mill Run Cir, Ste #600
Owings Mills, MD 21117
443-394-5515

Please post my desire to purchase a practice in the following states, DE, MD, PA, NJ, NY. My zip code is 19803 and anything with in 2 hours is ok. Thank, Robert A. Gildea, CRPC. Thanks for your business and continued referrals. Robert A. Gildea III CRPC® Financial Advisor | Chartered Retirement Planning Counselor
Duffie & Associates, a franchise advisory practice of Ameriprise Financial Services, Inc.
1521 W. Concord Pike, Suite 203 | Wilmington, DE 19803
Office: 302-656-7773 ext. 25 | Fax: 302-656-8467
Toll Free 866-543-2122 ext. 25

Please post me on your list of Advisors' in the market to purchase a practice in Maryland
Thanks you, Chandrul Chandru Ramachandran, MBA, ChFC, CRPC Senior Financial Advisor
An Ameriprise Platinum Financial Services® practice Ameriprise Financial
Ameriprise Financial Services, Inc. 172 Thomas Johnson Drive, Suite 203 | Frederick, MD 21702
Office: 301.682.8400 | Fax: 301.682.8010

Massachusetts

Please post our desire to purchase a practice in the Massachusetts & Rhode Island.
Thanks, Brian.
Brian P. McCarren, CFP, JD
Senior VP Wealth Management
Janney Montgomery Scott LLC
60 State Street, 35th Floor
Boston, MA 02109
800-624-1460

Hi my name is Michael Tucci, President of Lexington Wealth Management.
Lexington Wealth Management, a "fee only" open architecture firm. We are interested in firms in eastern Massachusetts.
1666 Massachusetts Ave.
Lexington, MA 02420
www.lexingtonwealth.com
781-860-7745
fax 781-862-4392

Maine

Michigan

Interested in acquiring financial planning firms in southeast Michigan. Prefer advisory type firms but willing to look at others. Please call Diane Young at 248-515-2281

Minnesota

Mississippi

Missouri

Montana

Our biz, Toolsformoney.com, is always for sale. We're holding out for $5M and Mike will continue to maintain the models and mutual fund picks, or $3M without that. Mike will still pick the mutual funds and update the models monthly for free until he croaks after you buy it. Mike is offering a 10% finders fee for anyone that finds a buyer (so if your introduction results in a $5M sale, then you get $500k! So get to work on that now, eh?!).

Nebraska

New Hampshire

Please add me to your list of Advisors in the market to purchase an Investment or Financial Planning practice in the state of NH.
Hurst & DeGraffenried Wealth Management
Attn: William Hurst
1850 Elm Street
Manchester, NH 03104
(603) 669-1851

New Jersey

New Mexico

New York

Nevada

North Carolina

North Dakota

Ohio

Oklahoma

Oregon

Pennsylvania

Rhode Island

South Carolina

South Dakota

Tennessee

Please post me on your list of Advisors' in the market to purchase an investment advisory/financial planning
practice in: Jackson, TN
Randy Wallace, CPA/PFS, LPL Financial Planner
Wallace Wealth Management
250 North Parkway, Suite 27
Jackson, TN 38305
731-664-0996

Texas

Utah

Vermont

Virginia

Washington, DC

Washington State

West Virginia

Wisconsin

Wyoming

Personal Finance Software Modules

Fully Integrated Financial Planning Software

Menu of Retirement Planning Software