Financial Independence Advisors, Llc
- Regulatory AUM
- $190M
- Discretionary
- $190M
- Clients
- 186
- Avg AUM / client
- $1.0M
- Accounts
- 393
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Jan 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 120 | $38.7M | 20.4% |
| High net worth individuals | 28 | $95.2M | 50.2% |
| Pension and profit sharing plans | 34 | $43.0M | 22.7% |
| Charitable organizations | 1 | $5.1M | 2.69% |
| Corporations and other businesses | 3 | $7.7M | 4.05% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Isaac Jacob Brohinsky | President, Cco, Managing Member | Personal Financial Specialist | Sep 2021 (5y) | 25% – 50% |
| Joel Clayton Chamberlain | Secretary, Treasurer, Managing Member | Personal Financial Specialist | Sep 2021 (5y) | 25% – 50% |
| Kenneth Ryan Krey | Vice President, Managing Member | Personal Financial Specialist | Sep 2021 (5y) | 25% – 50% |
| Donald Leland Drummond | Registered representative | Personal Financial Specialist | Apr 2022 (4y) | |
| John W Giehrl | Registered representative | Personal Financial Specialist | Feb 2023 (3y) | |
| Austin Wells Franks | Registered representative | Dec 2025 (1y) | ||
| Ronald John Cantlay | Registered representative | CFP | Feb 2026 (0y) | |
| Victoria Ann Kizma | Registered representative | Apr 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/30/2026 | 1.24 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Brokerage Services $151M (80% of AUM) Jan 2026
- Adp Broker Dealer, Inc. $31.6M (17% of AUM) Jan 2026
- Newedge Securities, Inc. $21.5M (13% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 30, 2026.
View current Form ADV (SEC/IAPD) ↗