Joe Baker
Financial Independence Advisors · Jacksonville, Florida
Joe Baker is a fee-only financial advisor at Financial Independence Advisors in Jacksonville, Florida. Joe focuses on retirement planning and tax planning. Financial Independence Advisors reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Financial Independence Advisors |
|---|---|
| Based in | Jacksonville, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $189.6M across 393 accounts |
| SEC registration | Investment adviser representative in CT, FL · CRD 8172596 |
| Exams passed | Series 65 (2025) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.fiajacksonville.com |
How Joe's firm compares
- Financial Independence Advisors's average account is about $483,000, from its Form ADV (assets managed divided by 393 accounts).
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Questions about Joe
Is Joe Baker a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joe holds no broker registration, and Financial Independence Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joe charge for financial advice?
Joe's firm, Financial Independence Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Joe Baker based?
Joe Baker is based in Jacksonville, Florida.
What does Joe specialize in?
Joe's specialties include retirement planning and tax planning.
Is Joe Baker registered with the SEC?
Yes. Joe Baker is registered as an investment adviser representative in CT and FL (CRD 8172596), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Financial Independence Advisors manage?
Financial Independence Advisors reports $189.6M across 393 accounts in assets under management.
How do I contact Joe Baker?
Through Joe's website, www.fiajacksonville.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Financial Independence Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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