Liriano Wealth Advisory Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$52,000,000
Clients
167
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
167
Very HighAverage account size
$311,377
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
Financial planning
Portfolio management
Selection of other advisers
Advisory consulting
Expertise
ESG / Sustainable investing
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 location
Liriano Wealth Advisory Group, LLC
50 Glen Avenue
Newton Center MA 02459, United States
Number of offices
1
Most active in
Liriano Wealth Advisory Group, LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
-
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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