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FINANCIAL INDEPENDENCE ADVISORS, LLC

JACKSONVILLE, FL · CRD 317193 · IAPD ↗ · fiajacksonville.com · 904-605-4545

$189.6MRegulatory AUM
8Advisory reps
8Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
February 2026 — FINANCIAL INDEPENDENCE ADVISORS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
68
February 2026 — FINANCIAL INDEPENDENCE ADVISORS, LLC grew from 5 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
61
April 2024 — FINANCIAL INDEPENDENCE ADVISORS, LLC reported RAUM up 33% ($101.8M -> $135.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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