About Independence Wealth
The story behind
Independence Wealth
Removing the confusion from your wealth
management plan
We founded Independence Wealth out of a desire to help simplify both personal finances and the financial markets for our clients.
We are registered as fiduciary investment advisors and as such, are legally obligated to place our clients interests first and adhere to a high standard of professional competence.
Through transparent communication, education, and the independence to choose from a multitude of investment options and strategies, we develop simplified, customized, and comprehensive wealth management plans and solutions for our clients.
See Disclosures
General Information
Firm Start Year
2018
No. of Employees
2-4
automated call
Yes
CRD#
5885266
Firm CRD#
297032
Name of Custodial Firm
Fidelity
Years of Experience in Financial Services
12
Number of Years with Current Firm
6
Work Experience
CERTIFIED FINANCIAL PLANNER" (CFP®)
Certified Exit Planning Advisor (CEPA®)
https://www.linkedin.com/in/erictnelson/
Work with the following types of clients
Business Owners, Individual Investors
Advisory Services Provided
Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Money Management
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CEPA®, CFP®
Securities Licenses
Series 66
Insurance and Annuity Licenses
Long Term Care, Life, Disability
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$500,000
Compensation Methods
Based on Assets, Flat Fee
Education
Bachelors of Science - Finance
Rutgers University
09/01/2008 -05/31/2012
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1892123/financialplanners-Independence-Wealth-detailed-disclosure.html
Disclaimer
Independence Wealth Advisory Services LLC ("IWAS") is a registered investment adviser offering advisory services in the State of New Jersey and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by IWAS in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of IWAS, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.