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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 |
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