Liriano Wealth Advisory Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm is an independent, single-advisor registered investment adviser that serves individual clients, including high-net-worth individuals, through discretionary portfolio management, financial planning, and hourly consulting. It provides portfolio management both directly and via an unaffiliated wrap-fee platform and offers advice on mutual funds, ETFs and other common investment vehicles.
The firm's investment process emphasizes asset allocation and use of model portfolios and third‑party sub-advisers available on the AssetMark platform; investment decisions typically rely on those models and on periodic account reviews rather than in‑house quantitative security analysis. It generally implements client mandates on a discretionary basis, considers ESG factors among its strategies, and uses the custodial cash sweep option provided by the account custodian for short‑term cash management.
What is notable about the firm compared with many independent peers is that it receives commission-style compensation in addition to advisory fees — including 12b‑1 fees on mutual funds and insurance/variable annuity commissions — and participates in a wrap-fee program through AssetMark, with related platform benefits. The firm also routinely directs clients to specified custodians and discloses that it does not aggregate multiple client trades, practices that can affect trade execution and the mix of costs borne by clients.
Client services
Expertise
Fee options
Financial planning services fixed fee ranging from $750 to $5,000, negotiable
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $3,000,000: 0.80% $3,000,001+: 0.70%
Insurance commissions from sale of insurance products; 12b-1 fees from mutual funds; commissions on variable annuities sales
$300 per hour for financial consulting services, negotiable
Account minimum: $25,000
Main office
50 Glen Avenue
Newton Center MA 02459
Advisors at this office
1
Most active in
Massachusetts · 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.
Forms ADV
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