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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-27-2018
- Office Locations
- 1
Office Locations
About Independence Wealth
Independence Wealth is a retirement-focused RIA serving pre-retirees, retirees, and business owners in transition. The firm delivers comprehensive "Independence Wealth Blueprint" plans covering financial planning, tax and Social Security strategy, insurance, estate coordination, and portfolio construction, typically implemented through active asset allocation using mutual funds, ETFs, and fixed income. Custodies with Schwab and Fidelity and runs a Retire Well Workshop for client education and lead generation.
Team overview
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Asset Classes
Client Personas
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Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
ERIC T NELSON
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #5885266
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $80,744,590 | -- |
| Non-Discretionary | $0 | -- |
| Total | $80,744,590 | -- |
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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 |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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