Financial Independence Advisors, LLC

$189.6MAssets under management
as of Jan 2026 · SEC Form ADV
Jacksonville, FL
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Tech stack

No one at Financial Independence Advisors, LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Financial Independence Advisors, LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Fidelity
Per Form ADV · $105M held · filed Mar 2024
Newedge Securities, Inc.
Per Form ADV · $24M held · filed Mar 2024
Portfolio Management