# Financial Independence Advisors, LLC

> 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.

- CRD: 317193
- Filed as: FINANCIAL INDEPENDENCE ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Jacksonville, FL
- Filing period: October 2026
- Form ADV filing dated: January 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/317193
- AdvisorCensus page: https://advisorcensus.com/firm/financial-independence-advisors-llc-jacksonville-fl-317193

## Quick answers

**How is Financial Independence Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Financial Independence Advisors, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Financial Independence Advisors, LLC located?**
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).

**Is Financial Independence Advisors, LLC registered with the SEC or a state?**
Financial Independence Advisors, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 317193.

**How much does Financial Independence Advisors, LLC manage?**
Financial Independence Advisors, LLC reports $189,648,100 in regulatory assets under management in its Form ADV filing dated January 30, 2026 (100% discretionary).

**How have Financial Independence Advisors, LLC's assets and staff changed since 2023?**
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.

**What types of clients does Financial Independence Advisors, LLC serve?**
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).

**Which custodians does Financial Independence Advisors, LLC use?**
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.

**Does Financial Independence Advisors, LLC report any disciplinary disclosures?**
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

**Does Financial Independence Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated January 30, 2026 says: "There is no minimum account size requirement to work with FIA."

**What changed in Financial Independence Advisors, LLC's recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated January 30, 2026)

- Account minimum: None

> There is no minimum account size requirement to work with FIA.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- ADP Broker-Dealer, Inc.
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $189,648,100
- Discretionary: $189,648,100
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 120 | $38,688,372 |
| High net worth individuals | 28 | $95,186,907 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 34 | $42,998,300 |
| Charitable organizations | 1 | $5,093,240 |
| Corporations or other businesses not listed above | 3 | $7,681,281 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (3 years)
- Employees: 8 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the February 2026 filing
- Deland, FL

### Websites listed on Form ADV (Item 1.I)
- fiaflorida.com
- fiajacksonville.com
- LinkedIn @fiajacksonville
- YouTube @FIA-JAX

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $101,765,105 | 6 | March 28, 2023 |
| October 2024 | $135,714,416 | 6 | March 27, 2024 |
| October 2025 | $160,979,954 | 5 | March 25, 2025 |
| October 2026 | $189,648,100 | 8 | January 30, 2026 |

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.

## Changes in the filing (last 12 months)

### February 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Financial Independence Advisors, LLC (CRD 317193): Form ADV filing data as of October 2026.