Independence Wealth Advisors, LLC
SEC RegisteredPut Your Wealth in the Right Hands
About the firm
Independence Wealth Advisors is an independent financial firm committed to offering complete objectivity and unbiased advice. They offer a full range of investment and financial services and strive to build long-lasting relationships with clients, offering ongoing education and guidance.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement Planning, Asset Management, Tax Planning, Long-Term Care, Life Insurance, and Estate & Legacy Planning.
Who they serve
Clients at various stages of their financial journey, whether experienced in financial matters or just starting to build a portfolio, including those in the midst of their career seeking investment guidance and those nearing retirement planning for the next stage of life.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $1 - $500,000 | 2.00% |
| $500,001 - $1,000,000 | 1.80% |
| $1,000,001 - $2,000,000 | 1.20% |
| $2,000,001 - $10,000,000 | 1.00% |
| Above $10,000,000 | 0.80% |
Data as of June 11, 2026 · 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 Wealth 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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