Liberty ONE Wealth Advisors
SEC RegisteredIndependent Fiduciary Wealth Management & Financial Planning Firm Focused on Your Goals
About the firm
Liberty One is an independent fiduciary wealth management and financial planning firm serving individuals and families. As fee-only financial planners, they act solely in the best interest of their clients, providing personalized financial planning and investment management through holistic, transparent, and objective advice.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial planning, investment management, asset allocation, asset location, behavioral coaching, financial education, retirement income strategies, and estate legacy planning.
Who they serve
Individuals and families seeking personalized financial planning and wealth management.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 210 | $105M |
| High Net Worth Individuals | 26 | $72M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $752k |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $0 - $500,000 | 1.50% |
| Next $500,001 - $1,000,000 | 1.10% |
| Next $1,000,001 - $2,000,000 | 1.00% |
| Next $2,000,001 - $5,000,000 | 0.80% |
| Next $5,000,001 - $15,000,000 | 0.70% |
| Next $15,000,001 and Above | — |
Data as of January 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Liberty ONE Wealth Advisors has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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