RIA Intel›Advisers›Florida›FINANCIAL INDEPENDENCE ADVISORS, LLC

FINANCIAL INDEPENDENCE ADVISORS, LLC

Advisory

N·JACKSONVILLE, FL

Data as of Jan 30, 2026 · Source: SEC Form ADV

Total AUM
$190M
1-Year AUM Growth
+18.6%
3-Year CAGR
+10.2%
Employees
8
Assets Under Management
Total AUM$190M
Discretionary AUM$190M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients186
Team
Total Employees8
Investment Advisers8
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record6
First FilingMar 25, 2023
Latest FilingJan 30, 2026
🔒 Full AUM trend chart and 6 historical filings spanning 3+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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