Advisor at Independent Wealth, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Independent Wealth, LLC
Location
Miami, FL 33130
Credentials
Series 66
Industry experience
7 years
Brenton Anderson is a financial advisor with Independent Wealth, LLC in Miami, FL, holding a Series 66 designation and seven years of industry experience. He has worked at Independent Wealth since 2020 and also serves as Chief Operating Officer for Simulacra, LLC, a recruiting firm. Independent Wealth, LLC serves a limited number of individual and family clients through a two-phase advisory model focused on comprehensive onboarding and optional subscription memberships for ongoing support. The firm provides non-discretionary, advisory-only services emphasizing written strategic plans and detailed risk disclosures, particularly around virtual currency and emerging technologies.
$500 USD per hour
Membership Fees: $697 annually, $397 quarterly, or $297 monthly
Fee-only: Advisory Fee: $12,000 total (Deposit $5,000; Balance $7,000); Hourly Fee: $500 per hour; Membership Fees: $697 annually, $397 quarterly, or $297 monthly
66 West Flagler Street, Suite 900 #6958
Miami, FL 33130
Florida · Illinois
Simulacra, LLC
2022 - Present (4 years)
Independent Wealth, LLC
2022 - Present (4 years)
Independent Wealth, LLC
2020 - 2022 (2 years)
Salesforce
2015 - 2021 (6 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
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