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
Series 63, Series 65
Industry experience
19 years
Pamela Hannan is a financial advisor with Independence Financial Advisors, LLC in Franklin, NH, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked at Independence Financial Advisors since 2011 and previously at infinex Investments, Inc. from 2005 to 2021. Outside of her advisory role, Ms. Hannan is also employed by Consolidated Life Producers, where she assists clients with life, accident, and health insurance products. Independence Financial Advisors primarily serves individual clients, including high-net-worth households, providing separately managed account portfolio management and financial planning services. The firm uses defined model allocations and internal approved securities lists to manage portfolios, often on a discretionary basis, and maintains a high client-per-advisor ratio across its multi-office team.
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, LLC
2011 - Present (15 years)
infinex Investments, Inc.
2005 - 2021 (16 years)
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Is active or affiliated with:
Insurance agent
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Bank
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Broker-dealer / trader
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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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