Libertas Wealth Management Group, Inc. fees and pricing
Financial planner in Columbus, Ohio. Registered with the SEC.
According to its Form ADV Part 2A brochure dated August 17, 2026, Libertas Wealth Management Group, Inc. charges $350 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“In such cases, we will be compensated for work performed through the date of termination at an hourly rate of $350.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Libertas Wealth Management Group, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Method of Compensation and Fee Schedule WRAP FEE PROGRAM Fees are billed monthly in arrears based on the average daily balance.”
- “For services started any time other than the first day of a quarter, the fee will be prorated based on the number of days remaining in the initial fee period.”
- “If this Agreement is terminated prior to the end of the fee period, the Advisor shall be entitled to a prorated fee based on the number of days during the fee period services were provided.”
How Libertas Wealth Management Group, Inc.’s fees compare
- Its hourly rate of $350 is above the Ohio median of $250. 77% of the 219 other Ohio planners that publish an hourly rate charge less.
- 16 of the 20 other planners in Columbus that publish an hourly rate charge less.
About Libertas Wealth Management Group, Inc.
- Firm size: 6 employees.
- Registered as an adviser: 2025.
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.9% a year
- Clients
- 280
- Employees
- 6
- Works with
- Individuals, high net worth individuals, and other
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $163,057,705
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 157769
- Phone
- (614) 543-1350
Other planners in Columbus that publish fees
- Alexander Financial Planning, Inc.Columbus$350-$500, $3,000-$7,000/yr
- Antolino Wealth AdvisorsColumbus$550/hr
- Asendo Wealth AdvisoryColumbus$250/hr, $2,500
- Clark SoetenColumbus$300/hr, $500-$5,000
- Clearmind CapitalColumbus$5,000, $100-$1,200/mo
- Diamond Equity AdvisorsColumbus$150-$300/hr, $1,000-$3,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.