Overview
Assets Under Management: $464 million
Headquarters: FRANKLIN, NH
High-Net-Worth Clients: 39
Average Client Assets: $2.2 million
Frequently Asked Questions
INDEPENDENCE FINANCIAL 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 #156305), INDEPENDENCE FINANCIAL ADVISORS, LLC is subject to fiduciary duty under federal law.
INDEPENDENCE FINANCIAL ADVISORS, LLC is headquartered in FRANKLIN, NH.
INDEPENDENCE FINANCIAL ADVISORS, LLC serves 39 high-net-worth clients according to their SEC filing dated December 19, 2025. View client details ↓
According to their SEC Form ADV, INDEPENDENCE FINANCIAL ADVISORS, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
INDEPENDENCE FINANCIAL ADVISORS, LLC manages $464 million in client assets according to their SEC filing dated December 19, 2025.
According to their SEC Form ADV, INDEPENDENCE FINANCIAL ADVISORS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 18.24%
Average Client Assets: $2.2 million
Total Client Accounts: 3,065
Discretionary Accounts: 2,772
Non-Discretionary Accounts: 293
Regulatory Filings
CRD Number: 156305
Filing ID: 2030283
Last Filing Date: 2025-12-19 11:24:16