FINANCIAL INDEPENDENCE, LLC

Overview

Financial Independence, LLC is an independent registered investment adviser that positions itself as a capital allocator and adviser to both individuals and small institutions. The firm emphasizes fee-based financial planning and portfolio management, and it also offers pension consulting and the selection of outside advisers. Its advisory model is tilted toward non‑discretionary relationships—clients retain trading authority while the firm provides guidance, asset selection and manager oversight. Investment activity centers on professionally managed public funds alongside allocations to third‑party alternative managers. The firm uses a mix of fee arrangements (percentage of AUM, hourly and fixed fees) and leans on outside managers for hedge fund and real estate exposure when seeking portfolio diversification or specialized strategies. Financial Independence, LLC is SEC‑registered (2021) and operates as a limited liability company under individual ownership.

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Location & Offices