Independence Wealth Advisors Inc.
Independence Wealth Advisors Inc. (CRD# 142195) is a financial advisory firm headquartered in Mclean, VA. They manage $132,163,372 in 468 accounts and serve the financial needs of clients across 5 states (or territories).
Total Assets Under Management132MILLION
Total Number of Accounts468ACCOUNTS
Average Account Value$282,400
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, MD, NH, TX, VA
Kathleen Duffy (CRD# 3023588) is an Investment Advisor Representative working at Independence Wealth Advisors Inc. in Mclean, VA and has over 20 years of experience in the finance industry. Kathleen Duffy 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.
Bonnie Dannan (CRD# 6568679) is an Investment Advisor Representative working at Independence Wealth Advisors Inc. in Mclean, VA and has 1 year of experience in the finance industry.