Financial Independence Advisors, LLC logo

Financial Independence Advisors, LLC

Updated today

Client AUM

$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

Financial planning Portfolio management Educational seminars or workshops

Expertise

Active portfolio management Options & derivatives strategies

Occupation focus

Retired Founder/Business Owner

Demographic focus

Approaching retirement

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Fee options

Percentage

$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

Advisors at this firm

user avatar

Kenneth K

PFS™, Series 65

Jacksonville, FL

Financial Independence Advisors, LLC

Kenneth Krey is a financial advisor at Financial Independence Advisors, LLC with 11 years of industry experience. He holds the PFS™ designation and Series 65 license. In addition to his advisory work, he is the owner and president of Kenneth R. Krey CPA, PLLC, an accounting services firm, and has been a partner at GunnChamberlain, PL since 2014. Financial Independence Advisors provides discretionary portfolio management, financial planning, and 401(k) services to individuals, trusts, charitable organizations, and corporate clients. The firm employs a value-driven investment approach with a long-term focus, serving a diverse client base without imposing a minimum account size.

Active portfolio management Options & derivatives strategies Retired Founder/Business Owner Approaching retirement
user avatar

Joe B

Series 65

Jacksonville, FL

Financial Independence Advisors, LLC

Joe Baker II is a Series 65-licensed financial advisor at Financial Independence Advisors, LLC in Jacksonville, FL, with one year at the firm. Prior to joining the firm, he worked at the United States Patent and Trademark Office and served sixteen years at the Department of the Navy, Office of General Counsel. Financial Independence Advisors, LLC is a six-advisor team managing discretionary portfolios and providing financial planning, consulting, and 401(k) services to a diverse client base including individuals, trusts, charitable organizations, and corporate clients. The firm employs a value-driven investment approach emphasizing fundamental analysis and integrates tax and accounting services through affiliated CPA firms.

Active portfolio management Options & derivatives strategies Retired Founder/Business Owner Approaching retirement
user avatar

Joel C

PFS™, Series 65

Jacksonville, FL

Financial Independence Advisors, LLC

Joel Chamberlain is a financial advisor with Financial Independence Advisors, LLC, holding the PFS™ and Series 65 credentials and bringing five years of industry experience. He is also a partner at GunnChamberlain, PL, an accounting and tax business in Jacksonville, FL, where he manages staff and prepares income tax returns. Financial Independence Advisors, LLC serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management, 401(k) investment supervisory services, and financial planning. The firm employs a value-driven investment approach based on fundamental analysis and maintains an operational affiliation with a public accounting firm, enabling reciprocal referrals and educational seminars on investing fundamentals.

Active portfolio management Options & derivatives strategies Retired Founder/Business Owner Approaching retirement
user avatar

Austin F

Series 65

Jacksonville, FL

Financial Independence Advisors, LLC

Austin Franks is a financial advisor at Financial Independence Advisors, LLC with a Series 65 designation and less than one year of industry experience. He also works as a Tax Associate at Financial Solution Advisors, LLC, a tax and accounting firm, where he assists with corporate and individual income tax return preparation. Financial Independence Advisors, LLC serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, 401(k) investment supervisory services, and financial planning. The firm’s value-driven investment approach emphasizes fundamental analysis, long-term horizons, and diversification, and it operates in affiliation with a public accounting firm.

Active portfolio management Options & derivatives strategies Retired Founder/Business Owner Approaching retirement
user avatar

Donald D

PFS™

Jacksonville, FL

Financial Independence Advisors, LLC

Donald Drummond is a financial advisor at Financial Independence Advisors, LLC with three years of industry experience. He holds the PFS™ designation and has worked at Donald L Drummond CPA Firm, PL since 2013 and at GunnChamberlain, PL since 2012. Financial Independence Advisors, LLC serves individual and high-net-worth clients as well as institutional clients including trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm employs a value-driven investment approach grounded in fundamental analysis, emphasizing long-term horizons and diversification, and collaborates with CPS Investment Advisors to implement and supervise portfolios.

Active portfolio management Options & derivatives strategies Retired Founder/Business Owner Approaching retirement
user avatar

John G

PFS™, Series 66

Jacksonville, FL

Financial Independence Advisors, LLC

John Giehrl is a financial advisor at Financial Independence Advisors, LLC with six years of industry experience. He holds the PFS™ and Series 66 designations and has worked at Gunn Chamberlain since 2020 and Smoak Davis & Nixon from 2013 to 2020. In addition to his advisory work, he serves as Treasurer for the Woodlands Creek Homeowners Association in Ponte Vedra Beach, FL. Financial Independence Advisors, LLC serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management, 401(k) supervisory services, and financial planning. The firm employs a value-driven investment approach focused on fundamental analysis, long-term horizons, and diversification, and offers educational seminars on investing fundamentals.

Active portfolio management Options & derivatives strategies Retired Founder/Business Owner Approaching retirement
user avatar

Isaac B

PFS™, Series 65

Jacksonville, FL

Financial Independence Advisors, LLC

Isaac Brohinsky is a financial advisor at Financial Independence Advisors, LLC with nine years of industry experience. He holds the PFS™ designation and Series 65 license. In addition to his advisory work, he owns and operates Isaac J. Brohinsky, PLLC, an accounting services firm. Financial Independence Advisors, LLC serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management and 401(k) investment supervisory services. The firm employs a value-driven investment approach focused on fundamental analysis and long-term diversification, supported by an operational affiliation with a public accounting firm and the offering of public educational seminars.

Active portfolio management Options & derivatives strategies Retired Founder/Business Owner Approaching retirement
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