Wealth Manager
    SEC Registered
    Manages Private Funds

    Financial Independence, LLC

    Registered investment advisor · Warwick, Rhode Island · CRD #150515

    Assets Under Management
    $288M
    Client Accounts
    895
    Employees
    7
    CRD Number
    150515
    Registration
    SEC Registered
    Custodian
    Fidelity Brokerage Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Financial Independence, LLC

    Financial Independence, LLC is a SEC-registered investment advisory firm headquartered in Warwick, Rhode Island, managing approximately $288M in regulatory assets across 895 client accounts. The firm's full regulatory record is filed with the SEC under CRD #150515.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Financial Independence, LLC

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    Frequently Asked Questions

    What is Financial Independence, LLC's AUM?

    Financial Independence, LLC reports approximately $288M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Financial Independence, LLC headquartered?

    Financial Independence, LLC is headquartered in Warwick, Rhode Island.

    What is Financial Independence, LLC's CRD number?

    Financial Independence, LLC's CRD number is 150515. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Financial Independence, LLC manage?

    Financial Independence, LLC manages approximately 895 client accounts according to its latest SEC filing.

    Is Financial Independence, LLC SEC registered?

    Yes, Financial Independence, LLC is registered with the SEC as an investment adviser with an approved registration status.

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