Libertas Wealth Management Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$145,073,305
Clients
280
Advisors
2
of 6 employees
About
Libertas Wealth Management Group provides personalized financial planning and investment management primarily to individual and high net worth clients, non-profit foundations, and business owners, and also supports retirement plans through ERISA 3(38) services and 401(k) consulting. The firm operates as a fee-only adviser that does not sell commissioned insurance or annuity products and delivers both discretionary and non-discretionary portfolio management and financial planning.
Investment decisions are driven primarily by technically‑driven model portfolios with fundamental analysis used secondarily, and client objectives are documented through investment policy statements or similar forms; clients invested in model portfolios generally cannot place restrictions on specific holdings within those models. Libertas conducts periodic account reviews (at least quarterly) and provides account statements through qualified custodians while acting as a fiduciary under applicable retirement-account rules.
Several features distinguish Libertas from many peers: it manages a mid‑size asset base with two advisors serving a relatively large number of clients, sponsors and manages a wrap fee program, and provides specialized 1031 exchange consulting that evaluates Delaware Statutory Trust (DST) options using a disclosed flat‑fee structure. The firm also serves as a sub‑advisor for model portfolios to a third‑party adviser, combining model management, wrap‑program sponsorship, and niche real‑estate exchange consulting in a single small, fee‑only practice.
Client services
Occupation focus
Fee options
Flat fees for 1031 Exchange Investment Consulting based on property sale amount, e.g., $100,000-$249,999: $6,000 plus $2,000 per DST above 2; with specified increments for higher tiers.
$0 - $499,999: 1.90% $500,000 - $999,999: 1.75% $1,000,000 - $2,999,999: 1.50% $3,000,000 - $4,999,999: 0.75% $5,000,000 - $9,999,999: 0.65% $10,000,000+: 0.50%
$350 per hour for terminated 1031 exchange consulting; $500 per hour capped at flat fee if client does not proceed after engagement.
Minimum fee: Hourly rates of $350 (standard) and $500 (if client chooses not to proceed after engagement, capped at flat fee) apply for terminated consulting projects. Fee-only: Fixed fee financial planning and consulting fees determined by portfolio composition, engagement scope, typically billed upfront or half upfront and half upon completion.
Main office
5003 Horizons Dr., Suite 200
Columbus OH 43220
Advisors at this office
2
Most active in
Florida · Ohio · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Kimberly W
Series 65
Columbus, OH
Libertas Wealth Management Group, Inc.
Kimberly Warrick is a financial advisor at Libertas Wealth Management Group, Inc. in Columbus, Ohio. She holds the Series 65 designation and has six years of experience, including prior work at Citibank. Libertas Wealth Management Group provides personalized financial planning and investment management primarily to individual and high net worth clients, non-profit foundations, and business owners. The firm uses technically driven model portfolios supported by fundamental analysis and offers both discretionary and non-discretionary portfolio management as a fee-only adviser.
Adam K
CFP®, Series 63
Columbus, OH
Libertas Wealth Management Group, Inc.
Adam Koos is a CFP® with 21 years of industry experience, currently serving as an advisor at Libertas Wealth Management Group, Inc. since 2011. Based in Columbus, OH, he holds the Series 63 designation and works at a firm with one other advisor. Libertas Wealth Management Group provides personalized financial planning and investment management primarily to individual and high net worth clients, non-profit foundations, and business owners, also supporting retirement plans through ERISA 3(38) services and 401(k) consulting. The firm employs technically driven model portfolios complemented by fundamental analysis and operates as a fee-only adviser offering discretionary and non-discretionary portfolio management.
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