Independent Wealth Management, LLC

Independent Wealth Management, LLC (CRD# 124242) is a financial advisory firm headquartered in Traverse City, MI. They manage $99,944,378 in 507 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    100
    MILLION
  • Total Number of Accounts
    507
    ACCOUNTS
  • Average Account Value
    $197,129
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
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, MI

Financial Advisors at Independent Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Stephen M. Fisher
CRD#: 2910130
236 1/2 E. Front St, Traverse City, MI 49684
96
Wealthminder
score

Stephen Fisher (CRD# 2910130) is an Investment Advisor Representative working at Independent Wealth Management, LLC in Traverse City, MI and has over 19 years of experience in the finance industry. Stephen Fisher 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
Scott C. Hackney
CRD#: 2148253
236 1/2 E. Front St, Traverse City, MI 49684
96
Wealthminder
score

Scott Hackney (CRD# 2148253) is an Investment Advisor Representative working at Independent Wealth Management, LLC in Traverse City, MI and has over 25 years of experience in the finance industry. Scott Hackney 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.