{
  "crd_number": 317193,
  "slug": "financial-independence-advisors-llc-jacksonville-fl-317193",
  "primary_business_name": "FINANCIAL INDEPENDENCE ADVISORS, LLC",
  "legal_name": "FINANCIAL INDEPENDENCE ADVISORS, LLC",
  "dbas": [],
  "city": "Jacksonville",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "27260",
  "metro": {
    "cbsa_code": "27260",
    "common_name": "Jacksonville",
    "msa_name": "Jacksonville, FL",
    "path": "/advisors/fl/jacksonville"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-04-28",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-01-30",
  "carried_forward": false,
  "raum_total": 189648100.0,
  "raum_discretionary": 189648100.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 8,
  "advisory_employees": 8,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 5093240.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 38688372.0,
      "count": 120
    },
    "pension_profit_sharing": {
      "raum": 42998300.0,
      "count": 34
    },
    "high_net_worth_individuals": {
      "raum": 95186907.0,
      "count": 28
    },
    "corporations_other_businesses": {
      "raum": 7681281.0,
      "count": 3,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CT",
    "FL"
  ],
  "websites": [
    "https://fiaflorida.com",
    "https://fiajacksonville.com",
    "https://linkedin.com/company/fiajacksonville/about",
    "https://youtube.com/@FIA-JAX"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/317193",
  "city_as_filed": "JACKSONVILLE",
  "url": "https://advisorcensus.com/firm/financial-independence-advisors-llc-jacksonville-fl-317193",
  "display_name": "Financial Independence Advisors, LLC",
  "summary": "Financial Independence Advisors, LLC is an SEC-registered investment advisory firm in Jacksonville, FL, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 30, 2026.",
  "citation": "AdvisorCensus. Financial Independence Advisors, LLC (CRD 317193): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Financial Independence Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Financial Independence Advisors, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Financial Independence Advisors, LLC located?",
      "a": "Financial Independence Advisors, LLC's principal office is in Jacksonville, FL, according to its Form ADV; the February 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Financial Independence Advisors, LLC registered with the SEC or a state?",
      "a": "Financial Independence Advisors, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 317193."
    },
    {
      "q": "How much does Financial Independence Advisors, LLC manage?",
      "a": "Financial Independence Advisors, LLC reports $189,648,100 in regulatory assets under management in its Form ADV filing dated January 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have Financial Independence Advisors, LLC's assets and staff changed since 2023?",
      "a": "In the Form ADV data for Financial Independence Advisors, LLC: Regulatory assets under management: $101,765,105 in the October 2023 data and $189,648,100 in the October 2026 data, up 86%. Total employees: 6 in October 2023 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Financial Independence Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (120); pension and profit sharing plans (but not the plan participants or government pension plans) (34); high net worth individuals (28)."
    },
    {
      "q": "Which custodians does Financial Independence Advisors, LLC use?",
      "a": "Financial Independence Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists ADP Broker-Dealer, Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Financial Independence Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/317193"
    },
    {
      "q": "Does Financial Independence Advisors, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated January 30, 2026 says: \"There is no minimum account size requirement to work with FIA.\""
    },
    {
      "q": "What changed in Financial Independence Advisors, LLC's recent Form ADV filings?",
      "a": "In the February 2026 filing data: Employees performing advisory functions went from 5 to 8. Regulatory assets under management went from $160,979,954 to $189,648,100 (+18%). Added an office in Deland, FL. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 101765105.0,
      "total_employees": 6,
      "filing_date": "2023-03-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 135714416.0,
      "total_employees": 6,
      "filing_date": "2024-03-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 160979954.0,
      "total_employees": 5,
      "filing_date": "2025-03-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 189648100.0,
      "total_employees": 8,
      "filing_date": "2026-01-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Employees performing advisory functions went from 5 to 8.",
        "Regulatory assets under management went from $160,979,954 to $189,648,100 (+18%).",
        "Added an office in Deland, FL.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated January 30, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "There is no minimum account size requirement to work with FIA."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "There is no minimum account size requirement to work with FIA."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "ADP Broker-Dealer, Inc.",
      "name_as_filed": "ADP BROKER-DEALER, INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/financial-independence-advisors-llc-jacksonville-fl-317193.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 120,
      "fewer_than_5": false,
      "raum": 38688372.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 28,
      "fewer_than_5": false,
      "raum": 95186907.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 34,
      "fewer_than_5": false,
      "raum": 42998300.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 5093240.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 3,
      "fewer_than_5": true,
      "raum": 7681281.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/317193",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}