FINANCIAL INDEPENDENCE, LLC

931 Jefferson Blvd.
Suite 2005
Warwick, Rhode Island 02886-2213
Tel: 401-681-4825

About FINANCIAL INDEPENDENCE, LLC

FINANCIAL INDEPENDENCE, LLC, formally registered with the SEC as FINANCIAL INDEPENDENCE, LLC. The firm was established in 02/17/2021. They have over 1 offices throughout the country.

FINANCIAL INDEPENDENCE, LLC is a Warwick, Rhode Island based Financial Planning firm with nearly $242,343,248 assets under management, offering retirement planning & investment advisory services to 834 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	150515
SEC#	801-120254
Assets Managed by Firm	$242,343,248
No. of Clients	834
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	834	$242,343,248
Individuals (other than high net worth individuals)	187	$65,630,269
High net worth individuals	74	$174,708,321
Pension and profit sharing plans	1	$2,004,658

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PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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