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- Custodian
- Assetmark ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-01-2009
- Office Locations
- 1
Office Locations
About Financial Independence, LLC
Financial Independence, LLC is an independently owned RI registered investment adviser focused on helping individuals and families navigate life transitions through financial planning, portfolio construction, and insurance guidance. Portfolios emphasize asset allocation using mutual funds, ETFs, and fixed income strategies. Known for transparent, fully disclosed advisory fees and an advice-first model with no sales quotas; works with platforms such as AssetMark and Fidelity/NFS.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
RICK WALTER CAMPBELL
Chief Compliance Officer, President
- CRD
- #4566472
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
MacKenzie Douglas Campbell
--
- CRD
- #7864276
MARK ALLEN LAVALLEE
Financial Advisor, General Partner
- CRD
- #1419202
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $288,104,032 | $321,904 |
| Total | $288,104,032 | $321,904 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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