LIBERTY ONE WEALTH ADVISORS

Overview

Liberty One Wealth Advisors is an independent registered investment adviser that works primarily with individual and family clients. The firm bills on a percentage-of-AUM fee model and provides financial planning plus portfolio management for individuals, small businesses and business or institutional clients. Liberty One shows a clear preference for equity-centered portfolios: exchange-traded equities are the dominant holding type across its managed assets. The adviser is not flagged as an active ESG investor and does not position itself as a multi-state or pension consultant adviser. Operationally, the firm is structured as a domestic corporation with individual ownership and lists insurance company affiliation among its industry links. Its advisory activity combines comprehensive planning with discretionary portfolio management, which appears to be the standard delivery model given the match between total and discretionary AUM.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices