CRD: 317193
Financial Independence Advisors, LLC
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- Custodian
- ADP ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-26-2022
- Office Locations
- 2
Office Locations
About Financial Independence Advisors, LLC
Financial Independence Advisors, LLC is a Jacksonville, FL investment adviser focused on building long-term plans aimed at improving after-tax returns. The firm provides financial planning and portfolio construction, including tax, retirement, estate, insurance, and charitable planning, serving clients such as business owners, entrepreneurs, and athletes. Portfolios lean heavily on ETFs and public funds; custody includes Fidelity/NFS and the firm uses Orion.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Isaac Jacob Brohinsky
Advisor, Chief Compliance Officer, Managing Member, President
- CRD
- #6711336
- Ownership
- 25% but less than 50%
RONALD JOHN CANTLAY
Managing Member, President
- CRD
- #5926385
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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Donald Leland Drummond
Advisor
- CRD
- #7508987
Austin Wells Franks
Wealth Advisor
- CRD
- #8199585
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $189,648,100 | $482,565 |
| Non-Discretionary | $0 | -- |
| Total | $189,648,100 | $482,565 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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