Overview
Assets Under Management: $190 million
Headquarters: JACKSONVILLE, FL
High-Net-Worth Clients: 28
Average Client Assets: $3.4 million
Frequently Asked Questions
FINANCIAL INDEPENDENCE ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #317193), FINANCIAL INDEPENDENCE ADVISORS, LLC is subject to fiduciary duty under federal law.
FINANCIAL INDEPENDENCE ADVISORS, LLC is headquartered in JACKSONVILLE, FL.
FINANCIAL INDEPENDENCE ADVISORS, LLC serves 28 high-net-worth clients according to their SEC filing dated January 30, 2026. View client details ↓
According to their SEC Form ADV, FINANCIAL INDEPENDENCE ADVISORS, LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
FINANCIAL INDEPENDENCE ADVISORS, LLC manages $190 million in client assets according to their SEC filing dated January 30, 2026.
According to their SEC Form ADV, FINANCIAL INDEPENDENCE ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 28
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.19%
Average Client Assets: $3.4 million
Total Client Accounts: 393
Discretionary Accounts: 393
Regulatory Filings
CRD Number: 317193
Filing ID: 2047053
Last Filing Date: 2026-01-30 09:38:38