Wealth Manager
    SEC Registered
    Manages Private Funds

    Independence Financial Advisors, LLC

    Registered investment advisor · Franklin, New Hampshire · CRD #156305

    Assets Under Management
    $464M
    Client Accounts
    3,065
    Employees
    11
    CRD Number
    156305
    Registration
    SEC Registered

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

    About Independence Financial Advisors, LLC

    Independence Financial Advisors, LLC, founded in 1996, offers investment advisory services across New Hampshire, Maine seacoast, and northern Massachusetts. They provide investment management, portfolio management, and financial planning without high commissions. Their advisors are committed to offering the best advice.

    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 Independence Financial Advisors, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Independence Financial Advisors, LLC's AUM?

    Independence Financial Advisors, LLC reports approximately $464M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Independence Financial Advisors, LLC headquartered?

    Independence Financial Advisors, LLC is headquartered in Franklin, New Hampshire.

    What is Independence Financial Advisors, LLC's CRD number?

    Independence Financial Advisors, LLC's CRD number is 156305. 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 Independence Financial Advisors, LLC manage?

    Independence Financial Advisors, LLC manages approximately 3,065 client accounts according to its latest SEC filing.

    Is Independence Financial Advisors, LLC SEC registered?

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

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