Financial Independence, LLC

RIASEC RegisteredEst. 2021

Total AUM

$288M

Discretionary

0% of AUM

Avg account

$322K

Accounts

895

Employees

Advisory reps

Firm details

Headquarters: Warwick, Rhode Island
CRD number: 150515
Registered since: February 17, 2021
Website: fi-ri.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI74.2%
Individuals24.98%
Pension & Profit Sharing Plans0.81%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Financial Independence, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2021. Ownership is held by an individual and the firm positions itself as a capital allocator, directing client capital to third-party managers as part of its offering. Client types include individuals, families and institutional investors. The firm charges fees as a percentage of assets under management and also uses hourly and fixed-fee arrangements. The firm’s stated advisory services on its ADV include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. It does not identify itself as an active ESG investor.