Independent Financial Group, LLC
San Diego, CA·SEC-registered · CRD #7717
Independent Financial Group, LLC is an SEC-registered investment advisory firm in San Diego, CA managing $13B across 55k client accounts, with 476 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$13B
Client accounts
55k
Advisory staff
476
Fee model
Fee-based
How Independent Financial Group, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Independent Financial Group, LLC
How much does Independent Financial Group, LLC manage?
Per its most recent SEC Form ADV filing (03/17/2026), Independent Financial Group, LLC reports $13B in regulatory assets under management across roughly 55k client accounts.
How does Independent Financial Group, LLC charge?
Independent Financial Group, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions, Performance-based. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Independent Financial Group, LLC a fiduciary?
Yes. Independent Financial Group, LLC is registered with the U.S. Securities and Exchange Commission (CRD #7717), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Independent Financial Group, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Independent Financial Group, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Independent Financial Group, LLC's public SEC Form ADV filing (CRD #7717, filed 03/17/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Independent Financial Group, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Independent Financial Group, LLC? Claim this profile.