LP Profile

Independence Financial Advisors

Also known as independence financial

Wealth ManagerFranklin, United StatesFounded 1996
$464M
Assets Under Management
Franklin
Headquarters
Investment Focus

About Independence Financial Advisors

Independence Financial Advisors, LLC is a financial advisory firm based in Franklin, New Hampshire, with offices serving Rochester and Franklin. It was founded in 1996 and reports about $464 million in assets under management. It works with clients at different life stages, from those starting out to those building wealth and those retiring. Topics it addresses include retirement income, Social Security timing, Medicare choices, consolidating employer accounts, protecting assets from nursing home costs and business exit planning. The firm states that it acts as a fiduciary with salaried advisors. Investment management is offered through Fidelity Investments and Schwab Advisor Services.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Independence Financial Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$463.8M
Total Clients
3,065
Filing Date
December 19, 2025
Source: SEC IAPD / Form ADV Original filingFull filing details →
Explore

Explore similar limited partners

Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.

FAQ

Frequently asked questions

What type of investor is Independence Financial Advisors?

Independence Financial Advisors is a wealth manager based in Franklin, United States, managing approximately $464M in assets.

Where is Independence Financial Advisors headquartered?

Independence Financial Advisors is headquartered in Franklin, United States.

How much does Independence Financial Advisors manage?

Independence Financial Advisors manages approximately $464M in assets under management.

When was Independence Financial Advisors founded?

Independence Financial Advisors was founded in 1996.

How can I contact Independence Financial Advisors?

Verified contact details, key decision-makers, and investment preferences for Independence Financial Advisors are available on LPbacked. Create a free account to access them.