Joel Chamberlain
Joel Chamberlain is a PFS-designated registered investment advisor at Financial Independence Advisors, LLC, based in Jacksonville, FL, with 6 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 186 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
All fees are subject to negotiation. The fee is split between Financial Independence Advisors and the money manager, CPS Investment Advisors.
Fee Estimator
Location
4350 Pablo Professional Court, Jacksonville, FL, 32224
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Joel is a partner at GunnChamberlain, PL, an accounting and tax business, since 2012. He dedicates full-time hours to this business, including nearly full-time hours during securities trading hours, managing staff and preparing income tax returns.
Employment History
Current Registrations
Financial Independence Advisors, LLC
Previous Registrations
Gunn & Company Investment Management, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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