Liberty Financial Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Liberty Financial Group, Inc. is a newly registered investment adviser that intends to serve individuals, families, and high‑net‑worth clients by offering financial planning, retirement planning, investment advisory services, and both discretionary and non‑discretionary portfolio management with risk‑based asset allocation. As disclosed in its brochure, the firm reports no assets under management at the time of registration and does not sell products or receive commissions.
The firm’s investment process combines fundamental analysis, limited use of technical indicators, strategic and tactical asset allocation, and Modern Portfolio Theory to construct diversified portfolios primarily using ETFs and mutual funds, with individual securities considered when appropriate. It emphasizes low‑cost and tax‑aware allocation strategies and, at present, presents recommendations to clients for approval rather than exercising discretionary trading authority.
Compared with many investment managers that charge asset‑based fees, Liberty also offers financial planning billed on an hourly or fixed‑project basis, a billing approach that is less common among peers. The firm’s principal operates a separate public accounting and tax practice that provides tax, bookkeeping, and business advisory services; the brochure discloses this affiliation, states the entities and engagements are segregated, and notes clients are not required to use the accounting firm.
Client services
Expertise
Fee options
Fixed project fees typically $1,000 – $5,000 for financial planning services
0.75% to 1.25% annually
$200 – $400 per hour for financial planning services
Fee-only: Financial planning fees billed hourly ($200–$400/hour) or fixed fee ($1,000 – $5,000 per project)
Main office
Stevenson Ranch CA
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Forms ADV
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