FINANCIAL INDEPENDENCE ADVISORS, LLC

4350 Pablo Professional Court
Jacksonville, Florida 32224
Tel: 904-605-4545

About FINANCIAL INDEPENDENCE ADVISORS, LLC

FINANCIAL INDEPENDENCE ADVISORS, LLC, formally registered with the SEC as FINANCIAL INDEPENDENCE ADVISORS, LLC. The firm was established in 04/28/2023. They have over 1 offices throughout the country.

FINANCIAL INDEPENDENCE ADVISORS, LLC is a Jacksonville, Florida based Financial Planning firm with nearly $135,714,416 assets under management, offering retirement planning & investment advisory services to 351 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	317193
SEC#	801-127735
Assets Managed by Firm	$135,714,416
No. of Clients	351
No. of Advisors	6

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	351	$135,714,416
Individuals (other than high net worth individuals)	104	$21,317,482
High net worth individuals	26	$74,780,212
Pension and profit sharing plans	38	$34,955,716
Charitable organizations	1	$4,661,006

More Retirement Planning firms in Jacksonville, Florida:

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CITADEL ADVISORS LLC Southeast Financial Center, 200 S. Biscayne Blvd., Suite 3300 Miami, FL, 33131	$397,045,307,119	26	2932
GQG PARTNERS 450 East Las Olas Boulevard, Suite 750 Fort Lauderdale, FL, 33301	$120,567,542,959	727	189
CORIENT 830 Brickell Plaza, Suite 4800 Miami, FL, 33131	$118,191,936,095	97020	845
ELLIOTT INVESTMENT MANAGEMENT L.P. 360 S. Rosemary Ave, 18th Floor West Palm Beach, FL, 33401	$97,371,716,804	38	578
DOUBLELINE CAPITAL LP 2002 N. Tampa Street, 2nd Floor Tampa, FL, 33602	$92,968,371,160	146	264

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