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The fee is negotiable.","source":"ADV PART 2A- INDEPENDENCE WEALTH ADVISORS, LLC, filed 11 June 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Independence Wealth Advisors use?","answer":"Independence Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $210M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Independence Wealth Advisors have?","answer":"Independence Wealth Advisors has 5 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Independence Wealth Advisors invest in?","answer":"At the end of its last fiscal year, Independence Wealth Advisors’ separately managed accounts held 80% registered funds (mutual funds, ETFs, BDCs), 16% exchange-traded equities, 4% cash and equivalents and 1% other. 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