Independence Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Independence Wealth provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, and business owners. Services include tailored portfolio management, written financial plans, business planning and exit-planning work, and ancillary insurance product sales for which the firm’s principal is licensed and may receive additional compensation.
The firm primarily implements passive, asset-allocation portfolios using index mutual funds and ETFs while also employing fundamental and technical analysis to inform portfolio construction and sector or security decisions. Accounts are managed on a discretionary basis and guided by client-specific investment policy statements that address goals, time horizons, risk tolerance, tax considerations, and liquidity needs.
Noteworthy features for a firm of this size include an approximately $80.7 million asset base serving about 100 clients and a relatively high household account minimum, which signals a focus on larger advisory relationships. The principal holds an exit-planning credential (CEPA) and the firm relies on an external back-office provider; the practice is a solo-advisor operation with limited succession arrangements disclosed in its continuity plan, a detail prospective clients may consider.
Client services
Expertise
Occupation focus
Fee options
Financial Planning fixed fees from $750 to $15,000
$0 - $250,000: 1.65% $250,001 - $750,000: 1.35% $750,001 - $2,000,000: 1.15% $2,000,001 - $5,000,000: 0.95% $5,000,001+: 0.85%
$400 per hour if financial planning engagement terminated early
Account minimum: $750,000 Minimum fee: $2,000 per household or $1,000 per account Fee-only: Financial Planning fixed fees range from $750 to $15,000, negotiable
Main office
221 Laurel Road, Suite 180
Voorhees NJ 08043
Advisors at this office
1
Most active in
New Jersey · Pennsylvania
Also doing business as
Independence Wealth · Independence Wealth Advisory Services LLC · Independence Wealth Advisory Services, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Forms ADV
Quick links
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