Advisor at Independence Square Holdings, 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 Square Holdings, LLC
Location
Chestertown, MD 21620
Credentials
Series 65
Industry experience
1 year
Based on Independence Square Holdings, LLC
Based on Independence Square Holdings, LLC
Up to $20,000 for initial financial planning; up to $10,000 per month for ongoing consulting; up to $100,000 for pension consulting plans; Wealth.com access fees up to $2,400 one-time or $200/month.
Up to 2.50% annually
Transaction-based compensation including commissions, sales charges, trails, and other remuneration through LPL Financial; insurance commissions for sale of insurance products; referral fees from third parties.
Up to $2,000 per hour for financial planning and consulting services.
Performance-based fees negotiated individually for qualified clients and private funds managed by affiliate ISQ Capital LLC.
Ancillary services such as Caribou Health Technologies access fees up to $750 per year; Wealth.com monthly fees up to $200/month.
100 Talbot Boulevard
Chestertown, MD 21620
Maryland
Independence Square Holdings, LLC
2024 - Present (2 years)
Independence Square Holdings, LLC
2023 - 2024 (1 year)
LPL Financial
2023 - 2024 (1 year)
Washington College
2020 - 2024 (4 years)
Gunston Day School
2016 - 2020 (4 years)
Saw Mill Creek Construction
2014 - Present (12 years)
Grand View Farm
2014 - Present (12 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
Centreville, MD
Brandt Wealth Advisors, LLC
CFA®
Rock Hall, MD
Maxwell Family Office, LLC
Series 65
Rock Hall, MD
Osprey Capital Management, LLC
Series 63, Series 66
Centreville, MD
Financial Concepts Unlimited, Inc.
Series 66
Chestertown, MD
Geneos Wealth Management, Inc.
Series 66
Chestertown, MD
Geneos Wealth Management, Inc.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")