Financial Planning Virtual RIA: Ride this new disruptive wave early! - Business for Sale
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Virtual Financial Planning RIA in Nazareth, PA
Nazareth, PA, US
Added today
Virtual Financial Planning and Advisory Services
5 years in business
RemoteAbsentee / Semi-AbsenteeRetiring Owner
A virtual Registered Investment Advisor (RIA) providing advice-only financial planning, investment advising, and tax planning services, based in Nazareth, PA and serving clients remotely.
Key Information
Asking
$120K
Revenue
$128K
Earnings
$108K
Multiple
1.1x
Key Highlights
- Years established: 5
- 100% virtual and relocatable business model
- No debt and minimal overhead
- 200+ past/current clients and 350+ qualified leads
- 981 subscriber mailing list
- Business is currently operated part-time (~18 hours/week)
- Recent SEC audit completed in August 2025 with no discrepancies or disclosures
- Clean FINRA/SEC BrokerCheck record
Contact Info
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