A complete list of active advisors currently associated with Independence Wealth Group

Warmer can help you find a great advisor at Independence Wealth Group or one who fits your needs even better.

Independence Wealth Group provides portfolio management and comprehensive financial planning primarily for individual (non‑high‑net‑worth) clients, using percentage‑of‑AUM billing for ongoing investment management and a fixed‑fee option for standalone financial plans. The firm reports roughly $4.66 million in assets under management across about 54 client relationships and does not impose a formal account minimum. The firm constructs portfolios using fundamental analysis within a strategic, long‑term asset allocation framework and offers tailored plans based on clients’ goals, risk tolerance and tax considerations; accounts are reviewed periodically and advisors meet with clients at least twice a year. IWG also offers educational seminars and workshops to clients at no cost, and uses third‑party planning and analytics tools (e.g., MoneyGuide Pro, Koyfin) and occasional outside consultants for specialized analysis. What distinguishes this firm from many peers is its integration of insurance business activities into its advisory platform: the firm holds a minority ownership stake in an insurance agency and several advisors are licensed insurance agents who devote substantial time to insurance activities, and the firm is affiliated with an insurance company to offer a variable annuity product that requires a separate insurer account. These insurance relationships and the practice of providing complimentary client workshops are less common among similar supported firms and represent potential sources of conflict that clients should consider.

To learn more about the advisors currently working at Independence Wealth Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.