San Antonio, TX Lockhill Selma Office
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Independence Wealth Group
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Firm-wide stats for Independence Wealth Group
About
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.
Based on Independence Wealth Group
Expertise
Based on Independence Wealth Group
Location
2101 Lockhill Selma, Suite 2107
San Antonio TX 78213
Advisors at this office
2
Advisors at this office
John C
CFP®
San Antonio, TX
Independence Wealth Group
John Chan is a CFP® professional with 11 years of industry experience, currently affiliated with Independence Wealth Group in San Antonio, TX. He has worked at G. H. Wealth Management, LLC since 2016. Outside of his advisory role, he is a licensed insurance agent and a minority owner of Falcon Insurance Services, a property and casualty insurance agency, where he provides financial oversight. Independence Wealth Group offers portfolio management and comprehensive financial planning primarily for individual clients using a strategic, long-term asset allocation approach. The firm integrates insurance activities within its advisory platform and provides educational seminars and customized plans based on client goals, risk tolerance, and tax considerations.
Raphael V
Series 63, Series 65
San Antonio, TX
Independence Wealth Group
Raphael Vega is a financial advisor at Independence Wealth Group with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with G. H. Wealth Management, LLC since 2016. In addition to his advisory role, he is involved in selling Medicare Advantage and prescription drug plans. Independence Wealth Group offers portfolio management and comprehensive financial planning primarily for individual clients. The firm uses a strategic, long-term asset allocation approach with fundamental analysis and provides tailored plans based on clients’ goals, risk tolerance, and tax considerations.
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