Kevin Pierro is a CFP-designated registered investment advisor at Financial Independence, LLC, based in Warwick, RI, with 7 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 279 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial Independence, LLC uses the AssetMark Platform for investment management. You'll pay a Financial Advisor fee, typically between 0.50% and 1.00% of your investments, in addition to AssetMark's Platform fee. AssetMark's fee covers advisory services and custodial/brokerage services. The total cost depends on the specific investment program chosen. Fees are negotiable.
Location
931 Jefferson Blvd., Suite 2005, Warwick, RI, 02886-2213
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Financial Independence, LLC
State Registrations5 states
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