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FINANCIAL INDEPENDENCE, LLC

WARWICK, RI · CRD 150515 · IAPD ↗ · 401-681-4825

$288.1MRegulatory AUM
4Advisory reps
7Employees
8Clients
101-250Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
August 2026 — FINANCIAL INDEPENDENCE, LLC added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
March 2026 — FINANCIAL INDEPENDENCE, LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.