Breakaway Independent Advisors, LLC

Overview

Breakaway Independent Advisors, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. Its SEC registration year is listed as 2026. The firm focuses on serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. It describes itself as a capital allocator and also engages in other financial product sales. Fee arrangements include percentage-of-AUM billing and fixed fees. Breakaway is not identified as an active ESG investor, does not report multi-state adviser activity, and it does not list pension consulting or related-adviser status. Industry connections noted in filings include relationships with an accountant and an insurance company.

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Location & Offices