Financial Independence Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$133,875,279
Clients
148
Advisors
7
of 8 employees
About
Financial Independence Advisors provides discretionary portfolio management, financial planning and consulting, and employer 401(k) services to individuals (including high-net-worth clients), trusts, estates, charitable organizations, pension and profit‑sharing plans, and corporate clients. The firm is organized as a six‑adviser team managing roughly $189.6 million on behalf of about 148 clients across two offices and does not impose a minimum account size.
The firm’s investment approach is value driven and based on fundamental analysis, emphasizing companies with strong balance sheets, dependable earnings, dividend histories, international exposure and dominant market positions, with a long‑term focus and the occasional use of covered calls and spread option strategies. FIA provides financial planning generally at no additional charge and delegates portfolio implementation and billing coordination to a third‑party money manager while retaining responsibility for investment decisions and offering both a 401(k) Daily Valuation program and a limited‑service 401(k) Pilot for plan participants.
A notable aspect of the firm is its affiliation with two accounting firms (Financial Solution Advisors, L.L.C. and Dreggors, Rigsby & Teal, PA), with common ownership and reciprocal referral arrangements; these relationships and the fact that multiple principals hold CPA, PFS or CFP credentials shape the firm’s integrated tax, accounting and advisory service model and are disclosed as potential conflicts with mitigation through separate engagement agreements. FIA also conducts free educational seminars and workshops that teach direct instrument and mutual fund investing and review costs and turnover — a client education offering the brochure describes as general rather than tailored.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $3,000,000: 1.50% annually $3,000,001 - $5,000,000: 1.00% annually $5,000,001+: 0.75% annually
Main office
4350 Pablo Professional Court
Jacksonville FL 32224
Advisors at this office
7
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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