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About Finetooth Consulting

CompassMission Statement:
To develop profitable business solutions for Advisors & Broker Dealers.

Finetooth Consulting provides Retail & Institutional Transition Advisory, Practice Advisory and Succession Planning to Financial Advisors, Registered Investment Advisors and Broker Dealers across the country. As a research based consulting firm, these services are tailored to each client, to ensure suitability. We currently have offices in California, Florida, Illinois, Indiana, Massachusetts, Minnesota and Ohio. Our services resemble that of a Sports Agent and their high profile athletes.  Finetooth Consulting has developed a unique consultative approach to market research and business execution. This niche strategy, coupled with our retail and corporate background in the Broker-Dealer space assures our clients of a solid business transition. The members of Finetooth have successfully managed the transition of $183,950,000 in commission and advisory revenue.  Our firm deals exclusively with the most successful of financial advisors. Our clients typically have annual production in excess of $1,000,000, with our minimum office requirement at $250,000. By serving this segment and understanding that each of our clients has different goals, objectives, and needs, our professionals have developed unparalleled expertise in sourcing, structuring, and negotiating the right opportunity for our clients.
    

Our Team

Advisory Board