Financial Independence Advisors provides financial planning, portfolio management for individuals and small businesses, and educational seminars.
Financial Independence Advisors reports 186 clients. They include 120 individual clients, 34 pension and profit-sharing plans, and 28 high-net-worth individuals. Of its assets, 100.0% ($190M across 393 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 65% | 20% |
| High-net-worth individuals | 15% | 50% |
| Pension and profit-sharing plans | 18% | 23% |
| Charitable organizations | <1% | 3% |
| Corporations and other businesses | 2% | 4% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 120 | $38.7M | 20.4% | $322K |
| High-net-worth individuals | 28 | $95.2M | 50.2% | $3.4M |
| Pension and profit-sharing plans | 34 | $43M | 22.7% | $1.26M |
| Charitable organizations | Fewer than 5 | $5.09M | 2.7% | $5.09M |
| Corporations and other businesses | Fewer than 5 | $7.68M | 4.1% | $2.56M |
| Total | 186 | $190M | 100% | — |
- Clients
- 120
- Regulatory AUM
- $38.7M
- AUM share
- 20.4%
- Avg. per client
- $322K
- Clients
- 28
- Regulatory AUM
- $95.2M
- AUM share
- 50.2%
- Avg. per client
- $3.4M
- Clients
- 34
- Regulatory AUM
- $43M
- AUM share
- 22.7%
- Avg. per client
- $1.26M
- Clients
- Fewer than 5
- Regulatory AUM
- $5.09M
- AUM share
- 2.7%
- Avg. per client
- $5.09M
- Clients
- Fewer than 5
- Regulatory AUM
- $7.68M
- AUM share
- 4.1%
- Avg. per client
- $2.56M
Total
- Clients
- 186
- Regulatory AUM
- $190M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Financial Independence Advisors is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Isaac Brohinsky owns 25% to 50% of Financial Independence Advisors. The leadership team of Financial Independence Advisors includes President Isaac Brohinsky. It has 8 employees.
Staff
- 8 employees
- 8 in advisory functions
- 8 state-registered reps
- 1 soliciting firm
- Owns 25% to 50% of Financial Independence Advisors, LLC
Isaac Brohinsky
Control person · since September 2021
- Owns 25% to 50% of Financial Independence Advisors, LLC
Joel Chamberlain
Control person · since September 2021
- Owns 25% to 50% of Financial Independence Advisors, LLC
Kenneth Krey
Control person · since September 2021
- Owns 25% to 50% of Financial Independence Advisors, LLC
Ronald Cantlay
Control person · since January 2026
Financial Independence Advisors’ regulatory assets grew 1.9× from $102M (March 2023) to $190M (January 2026); clients rose from 162 to 186 and employees from 6 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jan 2026January 2026 | $190M | 186 | 8 | 2 |
| Mar 2025March 2025 | $161M | 176 | 5 | 1 |
| Mar 2024March 2024 | $136M | 169 | 6 | 1 |
| Mar 2023March 2023 | $102M | 162 | 6 | 1 |
Besides its headquarters, Financial Independence Advisors has 1 office, with 2 listed addresses in 1 state.
Florida · 2 listed addresses
- 4350 Pablo Professional Court, JacksonvilleHQ
- 1006 N Woodland BLVD, Deland
Contact and registration details
- Legal name
- Financial Independence Advisors, LLC
- Headquarters
- 4350 Pablo Professional Court, Jacksonville, FL 32224
- Website
- fiaflorida.com
- Phone
- 904-605-4545
- SEC file
- 801-127735
- Structure
- Florida LLC
- Fiscal year end
- December
Financial Independence Advisors’ named custodians for separately managed accounts are Fidelity ($151M, 83%) and Adp Broker-Dealer ($31.6M, 17%). Financial Independence Advisors does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $151M83%
- Adp Broker-DealerAdp Broker-Dealer, Inc. · Pittsburgh, PA · $31.6M17%
At year end, Financial Independence Advisors’ separately managed accounts were mostly in stocks (50%) and funds (28%).
What the accounts hold
- Stocks50%
- Funds28%
- Bonds2%
- Cash20%
How many clients does Financial Independence Advisors have?
Financial Independence Advisors has 186 clients and manages $190 million for them, as of January 2026. They include 120 individual clients, 34 pension and profit-sharing plans, and 28 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 January 2026
What services does Financial Independence Advisors offer?
Financial Independence Advisors provides financial planning, portfolio management for individuals and small businesses, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Financial Independence Advisors use?
Financial Independence Advisors’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $151M and Adp Broker-Dealer, Inc. (Pittsburgh, PA), with $31.6M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 January 2026
How many financial advisors does Financial Independence Advisors have?
Financial Independence Advisors has 8 investment adviser representatives registered with state securities authorities, out of 8 employees, and 8 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Financial Independence Advisors invest in?
At the end of its last fiscal year, Financial Independence Advisors’ separately managed accounts held 50% exchange-traded equities, 28% registered funds (mutual funds, ETFs, BDCs), 20% cash and equivalents and 2% high-yield corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Financial Independence Advisors?
Financial Independence Advisors’ direct owners are Isaac Brohinsky, Joel Chamberlain, Kenneth Krey and Ronald Cantlay, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 30 January 2026
How does Financial Independence Advisors get paid?
Financial Independence Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Financial Independence Advisors?
Financial Independence Advisors’ main office is at 4350 Pablo Professional Court, Jacksonville, FL 32224. Its phone number is 904-605-4545. Its website is fiaflorida.com.
