# Joel Chamberlain

> Joel Chamberlain is a fee-only financial advisor at Financial Independence Advisors in Jacksonville, Florida, who holds the PFS credential. Joel focuses on retirement planning and tax planning. Financial Independence Advisors reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/joel-chamberlain/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Financial Independence Advisors
- **Based in:** Jacksonville, Florida
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $189.6M across 393 accounts
- **Credentials:** PFS
- **Specialties:** Retirement planning, Tax planning
- **CRD:** 7223741 (https://adviserinfo.sec.gov/individual/summary/7223741)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 65 (2019)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://www.fiajacksonville.com

## Frequently asked questions

### Is Joel Chamberlain a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Joel 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 Joel charge for financial advice?

Joel's firm, Financial Independence Advisors, reports charging a percentage of assets on its SEC Form ADV.

### Where is Joel Chamberlain based?

Joel Chamberlain is based in Jacksonville, Florida.

### What does Joel specialize in?

Joel's specialties include retirement planning and tax planning.

### What credentials does Joel Chamberlain hold?

Joel Chamberlain holds the PFS credential.

### Is Joel Chamberlain registered with the SEC?

Yes. Joel Chamberlain is registered as an investment adviser representative in FL (CRD 7223741), 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 Joel Chamberlain?

Through Joel's website, www.fiajacksonville.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7223741): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://fiaflorida.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.