Financial Independence, LLC

Overview

Financial Independence, LLC is an SEC registered investment adviser based in Warwick, RI, registered since 2009. It reports $288M in assets under management across 895 accounts, with 7 employees. It has 4 investment adviser representatives.

Reported AUM

$288M

Accounts

895

Average account

$322K

Employees

7

Advisory reps

4

Registered since

2009

Jurisdictions

8

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Rick Walter Campbell President, Chief Compliance Officer CRD 4566472

Advisory reps 3 of 4

• MacKenzie Douglas Campbell Investment Adviser Rep CRD 7864276
• Rick W Campbell Insurance Agent · Investment Adviser Rep CRD 4566472
• Mark Allen Lavallee Insurance Agent · Investment Adviser Rep CRD 1419202

1 more advisory rep, with emails, phones and branch locations

Location

Headquarters

931 Jefferson Blvd Ste 2005
Warwick, RI 02886

County

Kent

Metro area

Providence-Warwick, RI-MA

Region

Northeast

Registrations

• SEC registered
• Registered in 8 jurisdictions
• Website: fi-ri.com

Every state, with registration dates

Similar firms near Warwick

• Mystic Asset ManagementWarwick, RI$615M AUM
• The Retirement Planning Company of New England, Inc.Warwick, RI$394M AUM
• Arlen Capital, LLCWarwick, RI$349M AUM
• Diversified Resources, LLCWarwick, RI$269M AUM
• Old Forge Wealth Management, LLCWarwick, RI$99M AUM