Liberty Financial Group, Inc.

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Client assets under management

$194,317,321

Clients

238

12% high-net-worth

Advisors

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

119

Very High

Average account size

$816,459

About

Liberty Financial Group serves individuals, trusts, estates, charitable organizations and small businesses through a two-advisor practice overseeing roughly 238 client accounts. The firm provides ongoing investment management, financial planning and consultation, and it also offers tax preparation and related consulting to existing clients on an hourly basis.

The firm's investment approach is described as conservative and long-term, emphasizing strategic asset allocation implemented with a mix of active and passive managers — typically mutual funds and ETFs in tax‑deferred accounts and individual securities or bonds in taxable accounts. Liberty may use concentrated managers when appropriate, employs value-oriented security selection with multi‑year holding intentions, offers both discretionary and non‑discretionary management, and conducts at least annual reviews alongside tax‑focused reports such as annual tax‑loss and realized gain/loss reporting.

Noteworthy differences from many peers include the integration of tax preparation and specialized financial analyses (for example, reviews related to assisted living and long‑term care) into its advisory work. The brochure also highlights operational practices that affect custody — the firm routinely deducts advisory fees directly from client custodial accounts and may rely on standing letters of authorization — arrangements clients are urged to monitor via custodian statements.

Client services

Financial planning Portfolio management

Expertise

Cash flow / budgeting College savings (529s, UTMA, etc.) Elder care planning General estate planning guidance General tax planning

Fee options

Fixed

One-time fixed fee up to $1,500 at engagement outset for additional services, may be waived or reduced

Percentage

$0 - $750,000: 1% annually $750,001 - $1,000,000: 0.75% annually $1,000,001+: 0.5% annually

Project-based

Investment consulting services $250-$500 per hour; tax preparation $250-$300 per hour

Other

Minimum fee: Minimum annual engagement fee of $4,500 (Item 5); also mentions $5,000 minimum annual engagement fee (Item 7) Fee-only: Hourly consulting fees between $250 and $500 per hour; tax preparation fees $250-$300 per hour, waived at discretion

Main office location

Liberty Financial Group, Inc.

13150 Watertown Plank Rd, Suite 203

Elm Grove WI 53122, United States

Number of offices

Most active in

Florida · Wisconsin

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 262-785-1377

Advisors at this firm

Granthem B

Series 65

Elm Grove, WI

Liberty Financial Group, Inc.

Granthem Beck is a financial advisor at Liberty Financial Group, Inc. with six years of industry experience. He holds a Series 65 designation and has worked at several firms, including RMB Capital Management, 5C Capital Management, and Annex Wealth Management. He has also held a position at Rivermoor Golf Club and was affiliated with the University of Wisconsin Parkside. Liberty Financial Group serves individuals, trusts, estates, charitable organizations, and small businesses through a two-advisor practice. The firm offers investment management, financial planning, consultation, and tax preparation services, employing a conservative, long-term investment approach that integrates active and passive management with tax-focused strategies.

Cash flow / budgeting College savings (529s, UTMA, etc.) Elder care planning General estate planning guidance General tax planning

Michael W

Series 65, Series 66

Elm Grove, WI

Liberty Financial Group, Inc.

Michael Wesolowski is a financial advisor at Liberty Financial Group, Inc. with one year of industry experience. He holds Series 65 and Series 66 licenses and has previous experience with Voyager Capital Management, LLC and Raymond James Financial Services. Prior to his financial career, he worked in educational roles at Intertots Trilingual School and Wat Donthong School. Liberty Financial Group, Inc. provides investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and small businesses. The firm serves both individual and high-net-worth clients, employing a strategic asset allocation approach that combines active and passive investment strategies.

Cash flow / budgeting College savings (529s, UTMA, etc.) Elder care planning General estate planning guidance General tax planning

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