Liberty One Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Liberty One Wealth Advisors (LOWA) provides comprehensive financial planning and discretionary portfolio management primarily to individual and high-net-worth clients, as well as retirement accounts and some charitable and institutional clients. The firm offers ongoing goals-based financial planning, portfolio construction, participant account management for held-away retirement plan accounts, and access to insurance products through third-party platforms.
LOWA’s investment approach centers on a goals-driven asset allocation implemented largely with exchange-traded funds, periodic rebalancing (triggered at roughly ±5%), and ongoing portfolio oversight tailored to each client’s risk tolerance and cash-flow needs. The firm discloses the use of technology — including AI tools to assist with marketing materials and meeting transcription — while stating it does not use AI for investment decision-making.
Compared with many peer teams, LOWA operates a firm-sponsored wrap fee program for which it is the sole portfolio manager and that bundles transaction costs paid to the account custodian into a single fee, a feature the firm describes in detail in its wrap brochure. The firm also discloses the use of client testimonials in advertising (an uncommon practice among peers) and documents availability of more specialized offerings — including long-short direct indexing, access to alternative asset classes, and insurance services affiliated with a separately owned entity — all of which may be relevant for prospective clients evaluating fit and potential conflicts.
Client services
Expertise
Fee options
$0 - $500,000: 1.5% $500,001 - $1,000,000: 1.1% $1,000,001 - $2,000,000: 1.0% $2,000,001 - $5,000,000: 0.80% $5,000,001 - $15,000,000: 0.70% $15,000,001+: Customized
Fee-only: Tiered advisory fee as described; no commissions charged by LOWA
Main office
2001 Market St., Suite 2500
Philadelphia PA 19103
Advisors at this office
5
Most active in
California · Delaware · Florida · Maryland · Massachusetts · New Jersey · New York · Pennsylvania · 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Paul Z
Series 65, Series 63
Philadelphia, PA
Liberty One Wealth Advisors
Paul Zablotney is a financial advisor at Liberty One Wealth Advisors in Philadelphia, PA, holding Series 65 and Series 63 licenses with one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Fette Sav. Liberty One Wealth Advisors provides comprehensive financial planning and discretionary portfolio management primarily for individual and high-net-worth clients, retirement accounts, and select charitable and institutional clients. The firm’s investment approach is goals-driven, focusing on asset allocation with exchange-traded funds, periodic rebalancing, and customized portfolio oversight tailored to client risk tolerance and cash-flow needs.
Christopher K
CFP®, Series 66
Philadelphia, PA
Liberty One Wealth Advisors
Christopher Klein is a CFP® and Series 66 license holder with seven years of experience in the financial services industry. He has worked at Liberty One Wealth Advisors since 2022 and previously held roles at Merrill and JPMorgan Chase. Christopher is based in Philadelphia, PA, and is part of a five-advisor team at Liberty One Wealth Advisors. Liberty One Wealth Advisors provides comprehensive financial planning and discretionary portfolio management primarily to individual and high-net-worth clients, as well as retirement accounts and some charitable and institutional clients. The firm’s investment approach focuses on goals-driven asset allocation using exchange-traded funds, periodic rebalancing, and ongoing portfolio oversight tailored to client risk tolerance and cash-flow needs.
Guilian D
CFP®, Series 66
Philadelphia, PA
Liberty One Wealth Advisors
Guilian Dileonardo is a CFP® and holds a Series 66 license, with nine years of industry experience. He is currently part of Liberty One Wealth Advisors in Philadelphia, where he has worked since 2021. Prior to this, he held positions at Bank of America and Merrill from 2017 to 2021. Dileonardo is also the Managing Director of Liberty One Private Risk, an insurance agency. Liberty One Wealth Advisors provides comprehensive financial planning and discretionary portfolio management primarily for individual and high-net-worth clients, as well as retirement accounts and some charitable and institutional clients. The firm’s investment approach focuses on goals-driven asset allocation using exchange-traded funds, periodic rebalancing, and ongoing portfolio oversight tailored to client risk tolerance and cash flow needs.
Fan F
CFP®, Series 63, Series 65
Philadelphia, PA
Liberty One Wealth Advisors
Fan Feng is a CFP® with eight years of industry experience and currently serves at Liberty One Wealth Advisors in Philadelphia. Before joining Liberty One Wealth Advisors in 2021, Feng held roles at Bank of America, Merrill, Citizens Securities, Citizens Bank, Chubb Insurance, and Gilbane Building Company. Feng is also a board member of the Drexel University Alumni Board of Governance. Liberty One Wealth Advisors provides comprehensive financial planning and discretionary portfolio management primarily to individual and high-net-worth clients, retirement accounts, and some charitable and institutional clients. The firm employs a goals-driven asset allocation approach using exchange-traded funds, periodic rebalancing, and ongoing portfolio oversight tailored to client risk tolerance and cash-flow needs.
Jacky P
CFP®, Series 66, Series 63
Philadelphia, PA
Liberty One Wealth Advisors
Jacky Petit Homme is a CFP® with 12 years of experience in financial advising. He currently works at Liberty One Wealth Advisors and has prior experience at Bank of America and Merrill. He serves as an advisory board member for Big Brothers Big Sisters, contributing to volunteer recruitment and resource facilitation, and is a managing director at Liberty One Private Risk, providing insurance solutions. Liberty One Wealth Advisors offers comprehensive financial planning and discretionary portfolio management primarily for individual and high-net-worth clients, utilizing a goals-driven asset allocation approach with exchange-traded funds, periodic rebalancing, and ongoing portfolio oversight tailored to client needs.
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