Financial Independence, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Warwick, RI. Its latest Form ADV filing, dated March 3, 2026, reports $288M in regulatory assets under management, 7 employees, and 895 accounts.
Assets Under Management
$288M
Employees
7
Offices
--
Total Clients
279
Primary office
WARWICK, RI
931 JEFFERSON BLVD., SUITE 2005, WARWICK, RI, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 68.5% of total clients.
Top client categories% of clientsClients
1
Individuals
68.5%
191
2
HNWI
31.2%
87
3
Pension Plans
0.4%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$288Mas of March 3, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$288M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$288M
Total Accounts895
10Y AUM Change+$112M (+63.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee40:1
10Y Employee Change+4 (+133.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.