Liberty Point Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Liberty Point Financial LLC provides discretionary investment management and wealth management services to individuals, high‑net‑worth individuals, trusts, and estates. The firm combines ongoing portfolio oversight with financial planning, and also offers stand‑alone hourly planning engagements.
The adviser generally uses a long‑term, fundamental analysis approach to construct diversified portfolios, primarily utilizing low‑cost mutual funds and ETFs with occasional use of individual stocks or bonds, and conducts regular account reviews and rebalancing. Liberty Point charges asset‑based advisory fees and directs trades through a qualified custodian, maintaining an institutional relationship with Schwab for custody and execution.
The firm is newly formed (founded February 2026) and currently reports no assets under management or active clients, and its principal maintains substantial outside activities—serving as a seminary teacher (approximately 50% of his time), operating a mobile application business, and holding insurance licenses that may generate commission income. Those outside roles and the potential for insurance commissions, together with the firm’s institutional custodian relationship and owner‑operated structure, make its operating profile different from many independent peers, who are more commonly solo practitioners.
Client services
Expertise
Fee options
$0 - $1,000,000: 0.80% annually $1,000,001 - $3,000,000: 0.70% annually $3,000,001 - $5,000,000: 0.60% annually $5,000,001 - $10,000,000: 0.50% annually $10,000,001+: 0.40% annually
$250 per hour for stand-alone financial planning services
Fee-only: Financial planning services at $250 per hour for stand-alone financial planning
Main office
Syracuse UT
Advisors at this office
1
Most active in
Utah
Also doing business as
Liberty Point Financial · Liberty Point Financial LLC
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.
Forms ADV
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