Independence Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$80,744,590
Total clients
103
29% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
103
Average account size
$783,928
About
Independence Wealth provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, and business owners. Services include tailored portfolio management, written financial plans, business planning and exit-planning work, and ancillary insurance product sales for which the firm’s principal is licensed and may receive additional compensation.
The firm primarily implements passive, asset-allocation portfolios using index mutual funds and ETFs while also employing fundamental and technical analysis to inform portfolio construction and sector or security decisions. Accounts are managed on a discretionary basis and guided by client-specific investment policy statements that address goals, time horizons, risk tolerance, tax considerations, and liquidity needs.
Noteworthy features for a firm of this size include an approximately $80.7 million asset base serving about 100 clients and a relatively high household account minimum, which signals a focus on larger advisory relationships. The principal holds an exit-planning credential (CEPA) and the firm relies on an external back-office provider; the practice is a solo-advisor operation with limited succession arrangements disclosed in its continuity plan, a detail prospective clients may consider.
Client services
Financial planning
Portfolio management
Expertise
Business exit / sale strategy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Fee options
Financial Planning fixed fees from $750 to $15,000
$0 - $250,000: 1.65% $250,001 - $750,000: 1.35% $750,001 - $2,000,000: 1.15% $2,000,001 - $5,000,000: 0.95% $5,000,001+: 0.85%
$400 per hour if financial planning engagement terminated early
Account minimum: $750,000 Minimum fee: $2,000 per household or $1,000 per account Fee-only: Financial Planning fixed fees range from $750 to $15,000, negotiable
Main office location
Independence Wealth
221 Laurel Road, Suite 180
Voorhees NJ 08043, United States
Number of offices
1
Most active in
Independence Wealth has reported serving >5 clients in these states in the last 12 months.
New Jersey · Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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