INDEPENDENCE FINANCIAL ADVISORS, LLC
SEC RegisteredMake Independence Financial Advisors Your Team for Life
About the firm
Independence Financial Advisors, LLC is a fiduciary advisory firm whose team of professionals have been building relationships with clients since 1996. Their advisors are salaried and committed to offering the best possible advice, with investment management services offered through Fidelity Investments and Schwab Advisor Services.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning and advice covering retirement planning, Social Security, Medicare, asset protection, college planning, account consolidation, investment management, and fixed insurance. Investment management services are offered through Fidelity Investments and Schwab Advisor Services; fixed insurance is offered through Consolidated Life Producers.
Who they serve
Individuals at various life stages, including those starting out, in their building years, retiring soon, and already in retirement, as well as small business owners.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 2,695 | $322M |
| High Net Worth Individuals | 39 | $85M |
| Charitable Organizations | 5 | $30M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
8 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $100,000 to $750,000 | 1.00% |
| $750,001 to $1,500,000 | 0.90% |
| $1,500,001 to $3,000,000 | 0.85% |
| $3,000,001 or greater | 0.50% |
Data as of December 19, 2025 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. INDEPENDENCE FINANCIAL ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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