# Financial Independence

Financial Independence is an Asset Manager based in Warwick, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Warwick, United States
- **Region:** North America
- **Address:** Warwick, RI, United States
- **Founded:** 2009
- **Assets under management:** Undisclosed
- **Website:** fi-ri.com
- **LinkedIn:** https://www.linkedin.com/company/financial-independence-india
- **Wikidata:** Q122890437

## Regulatory record

- **CRD number:** 150515
- **SEC file number:** 801-120254
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/150515

## About

Financial Independence was established in Warwick, Rhode Island, in 2009. No founder or current managing principal has been publicly identified through the firm's own disclosures or regulatory filings. The firm describes its client base as individuals, pension plans, trusts, and charitable organizations. The firm's stated service lines cover financial planning, investment management, and tax planning. No specific portfolio companies, fund commitments, or asset-class allocations are documented in the public record. The geographic footprint appears confined to Rhode Island. No team size, total assets under advisement, or deployment figures have been published. The firm does not maintain a visible LinkedIn presence and its website was not accessible at the time of research. No adjacent vehicles—such as philanthropic foundations, real-asset arms, or club memberships—are known. The firm's structural differentiator, to the extent one can be inferred from limited data, is its longevity as a local independent advisor in a market dominated by consolidating registered investment advisor platforms. Without disclosed succession planning or a named second-generation principal, governance remains opaque.

## Questions

### Who runs investment decisions at Financial Independence?

Financial Independence does not publicly identify its founder, chief investment officer, or any managing principal. No names appear in the firm's limited regulatory disclosures or on its inaccessible website. This opacity is unusual for a registered investment advisor but not atypical for very small, sole-proprietor practices.

### What investment stages or asset classes does Financial Independence typically target?

The firm has not published an asset-allocation model or investment-policy statement. The described services—financial planning and investment management—suggest a traditional mix of mutual funds, exchange-traded funds, and individual securities tailored to retail clients. Institutional alternative-asset exposure is unlikely given the stated client base.

### Does Financial Independence participate in fund commitments or only direct securities?

The firm has not disclosed any private fund commitments or direct co-investment activity. Its public description points to a standard advisory model centered on publicly traded securities and tax planning, with no known alternatives program.

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Last updated: 2026-08-11T02:43:31.692Z

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