Fee-only adviser · Jacksonville, FL
Financial Independence Advisors, LLC
Financial Independence Advisors, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Jacksonville, Florida. On its latest Form ADV, filed January 30, 2026, it reports $190M in regulatory assets under management, 148 individual clients and 8 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 317193 · SEC file 801-127735 |
| Office | 4350 Pablo Professional Court Jacksonville, FL 32224 |
| Phone | (904) 605-4545 |
| Website | www.fiajacksonville.com |
| Regulatory assets under management | $190M |
| Individual clients | 120 non-high-net-worth, 28 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management, Educational seminars |
| Employees | 8 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | January 30, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Jacksonville
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- Img Wealth Management, Inc. $210M
- Gryphon Wealth $3.2B
- Toams Financial $109M
- Trustwell Financial Advisors, LLC $261M
See all 30 fee-only advisers in Jacksonville →
Nearby
- Jacksonville Beach 7 firms
- Neptune Beach 1 firm
- Saint Johns 1 firm
- Ponte Vedra 3 firms
- Fleming Island 1 firm
- Ponte Vedra Beach 16 firms
- Fernandina Beach 1 firm
- Green Cove Springs 1 firm
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