Liberated Financial

Overview

Liberated Financial LLC is an independent, individual-owned registered investment adviser focused on individuals, families and small-business clients. Its advisory work centers on financial planning and portfolio management for households and small businesses. The firm charges a mix of percentage-of-AUM, hourly and fixed fees rather than relying solely on one billing model. It is not positioned as an ESG-focused advisor, is not reported as a multi-state adviser, and does not identify as a capital allocator or pension consultant. An insurance-company affiliation is listed among its industry ties.

Assets & Accounts

Public Holdings

Investments & Alternatives