Advisor at Independence Financial Advisors, LLC
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Firm
Independence Financial Advisors, LLC
Location
Franklin, NH 03235
Credentials
Series 65
Industry experience
< 1 year
Glen Moore is a financial advisor at Independence Financial Advisors, LLC with a Series 65 designation and one year of industry experience. His prior work includes six years at Franklin Savings Bank and thirteen years at Market Basket. Independence Financial Advisors primarily serves individual clients, including high-net-worth households, providing separately managed account portfolio management and financial planning services. The firm employs defined model allocations and manages portfolios mostly on a discretionary basis while incorporating client objectives and risk tolerance through financial planning and risk-assessment software.
Based on Independence Financial Advisors, LLC
Based on Independence Financial Advisors, LLC
One-time flat fees may be charged if agreed upon with client; no specific amounts stated.
$100,000 - $750,000: 1.0% $750,001 - $1,500,000: 0.90% $1,500,001 - $3,000,000: 0.85% $3,000,001+: Negotiable (Fixed-Income Accounts only, 0.50%) Charitable/Non-Profit+: Negotiable
Hourly fees may be charged if agreed upon with client; no specific rate stated in brochure.
Account minimum: $100,000
402 Central Street
Franklin, NH 03235
New Hampshire
Independence Financial Advisors
2025 - Present (1 year)
Franklin Savings Bank
2019 - 2025 (6 years)
Market Basket
2006 - 2019 (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
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Independence Financial Advisors, LLC
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