INDEPENDENCE FINANCIAL ADVISORS, LLC

CRD 156305File 801-81025

APPROVED

Retail clients

Filing as of Dec 19, 2025

Feed vintage Aug 17, 2026

Regulatory AUM

$463.8M

Above cohort median (national)

Discretionary AUM

$433.9M

Non-discretionary $29.9M

Clients

2,777

3,065 accounts

Employees

Above cohort median in NH

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: BRO
Registration date: Mar 12, 2015
Principal office: 402 CENTRAL STREET, FRANKLIN, NH, 03235
Phone: 603-934-4445
Website: HTTP://WWW.IFA-NH.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $463.8M
Discretionary AUM: $433.9M
Non-discretionary AUM: $29.9M
Discretionary accounts: 2,772
Non-discretionary accounts: 293
Total accounts: 3,065
AUM per client: $167K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	32	$18.3M
High net worth individuals	39	$84.6M
Pension and profit sharing plans	5	$29.9M
State or municipal government entities	6	$9.0M
Individuals (other than high net worth individuals)	2,695	$322.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Hourly charges
Other (described) — ONE-TIME PROJECT FEES
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.