Breakaway Independent Advisors, LLC

Overview

Breakaway Independent Advisors, LLC is an independent registered investment adviser organized as an LLC and owner-operated. The firm is SEC-registered (2026) and positions itself as a capital allocator for high-net-worth individuals and families, offering financial planning, portfolio management for individuals and small businesses, and the selection of third-party advisers. Compensation mixes asset-based fees and fixed fees. The firm also engages in other financial product sales and lists professional ties to an accountant and an insurance company. Breakaway does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices