Independence Financial Advisors, LLC

Independence Financial Advisors, LLC (CRD# 156305) is a financial advisory firm headquartered in Franklin, NH. They manage $145,503,962 in 1,011 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    146
    MILLION
  • Total Number of Accounts
    1,011
    ACCOUNTS
  • Average Account Value
    $143,921
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MA, ME, NH

Financial Advisors at Independence Financial Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Glenn M. Lepene
CRD#: 2628205
59 South Main Street, Rochester, NH 03867
96
Wealthminder
score

Glenn Lepene (CRD# 2628205) is an Investment Advisor Representative working at Independence Financial Advisors, LLC in Rochester, NH and has over 21 years of experience in the finance industry. Glenn Lepene has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Paul W. Gatehouse
CRD#: 1525764
387 Central Street, Franklin, NH 03235
93
Wealthminder
score

Paul Gatehouse (CRD# 1525764) is an Investment Advisor Representative working at Independence Financial Advisors, LLC in Franklin, NH and has over 30 years of experience in the finance industry.

3
Michael F. Ventura
CRD#: 2273875
387 Central Street, Franklin, NH 03235
93
Wealthminder
score

Michael Ventura (CRD# 2273875) is an Investment Advisor Representative working at Independence Financial Advisors, LLC in Franklin, NH and has over 24 years of experience in the finance industry.

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