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).

By the Numbers
  • Total Assets Under Management
    132
    MILLION
  • Total Number of Accounts
    468
    ACCOUNTS
  • Average Account Value
    $282,400
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, MD, NH, TX, VA

Financial Advisors at Independence Wealth Advisors Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Kathleen E. Duffy
CRD#: 3023588
6723 Whittier Ave., Suite 200, Mclean, VA 22101
96
Wealthminder
score

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.

2
Bonnie L. Dannan
CRD#: 6568679
6723 Whittier Ave., Suite 200, Mclean, VA 22101
87
Wealthminder
score

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.

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