Indfin LLC
SEC RegisteredPiecing Together Your Financial Security
About the firm
INDFIN LLC (nee Independent Financial) was founded by Neil Grossman in 1994 to serve as an independent, fee-based financial planning firm to individuals. Since that time, they have worked with dozens of individuals and families, helping them reach their financial goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial planning, fee-only investment management, and independent, objective advice for individuals and small businesses
Who they serve
Individuals, families, and small businesses
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 18 | $4.5M |
| High Net Worth Individuals | 37 | $124M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
6 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $100,000 | 1.00% |
| Next $400,000 | 0.65% |
| Next $500,000 | 0.40% |
| Excess over $1 Million | 0.20% |
Data as of January 27, 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. Indfin 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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