Advisor at Independent Advisor Alliance, 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 Advisor Alliance, llc
Location
Ave Maria, FL 34142
Credentials
CFP®, Series 66
Industry experience
10 years
Thomas Faber II is a CFP®-designated financial advisor with 10 years of industry experience. He is currently affiliated with Independent Advisor Alliance, LLC and LPL Financial, having previously worked at Ameriprise Financial Services, Inc. Faber is involved in multiple business activities, including operating Faber Wealth Management LLC, a non-investment related entity for tax purposes. Independent Advisor Alliance, LLC is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, pooled vehicles, charities, and estates. The firm provides asset management, financial planning, wealth coaching, and retirement plan consulting through a network of 219 advisors, utilizing model portfolios, sub-advisors, and technology platforms to implement client allocations.
Based on Independent Advisor Alliance, llc
Based on Independent Advisor Alliance, llc
Flat fee for financial planning typically ranges from $0 to $15,000 (negotiable); Wealth coaching fixed fees quarterly $250 to $10,000 (negotiable)
up to 2.00% annually (maximum, negotiable)
Hourly financial planning/consulting fees up to $500 per hour (negotiable)
Fee-only: Financial planning fees negotiated, hourly up to $500/hour, flat fee typically $0 to $15,000, wealth coaching quarterly fixed fees $250 to $10,000 (negotiable)
5072 Annunciation Circle, Suite 215
Ave Maria, FL 34142
California · Florida · Georgia · Michigan · North Carolina · Pennsylvania · South Carolina · Texas
Independent Advisor Alliance
2019 - Present (7 years)
LPL Financial
2019 - Present (7 years)
Ameriprise Financial Services, Inc.
2017 - 2018 (1 year)
Ameriprise Financial Services, Inc.
2015 - 2017 (2 years)
Penn state University
2012 - 2016 (4 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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Ave Maria, FL
Valley Oak Investment Strategies LLC
Series 63, Series 65
Bonita Springs, FL
Key Client Fiduciary Advisors, LLC
CFP®, Series 63, Series 65
Naples, FL
The Pinnacle Financial Group
Series 66
Ave Maria, FL
Money Concepts Capital Corp
Series 63, Series 65
Naples, FL
FIFTH THIRD SECURITIES, Inc.
Series 66
Ave Maria, FL
Fidelity
Sean Twombly is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In this role, he helps corporate executives optimize their employer-sponsored retirement accounts through holistic planning and fosters collaboration to drive better outcomes. Sean has been with Fidelity Investments since 2021, initially serving as an Investment Solutions Representative before his current position beginning in 2023. Prior to that, he worked as a Registered Administrative Assistant at Reliance Wealth Management in 2020. Outside of his professional work, Sean has interests that include art, cars, golf, hiking, movies, and pets.
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