Advisor at Independence Financial Advisors, 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
Independence Financial Advisors, LLC
Location
Franklin, NH 03235
Credentials
CFP®, Series 63, Series 65
Industry experience
15 years
Luca D Italia is a Certified Financial Planner® with 15 years of industry experience, currently serving as an advisor at Independence Financial Advisors, LLC. He has worked with Franklin Savings Bank since 2015 and previously spent three years at Infinex Investments, Inc. In addition to his advisory role, Mr. D Italia assists clients with fixed annuities and fixed life insurance products through his work with Consolidated Life Producers. Independence Financial Advisors primarily serves individual clients, including high-net-worth households, offering separately managed accounts and financial planning. The firm employs defined model allocations and internal security selections, managing most portfolios on a discretionary basis while accommodating client-imposed restrictions.
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
Massachusetts · New Hampshire
Franklin Savings Bank (Independence Financial Advisors)
2015 - Present (11 years)
Infinex investments, Inc.
2015 - 2018 (3 years)
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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.
Series 63, Series 65, Series 66
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The Foundry Financial Group, Inc.
CFP®, ChFC®, Series 63
Laconia, NH
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