Liberty Advisers Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed December 2, 2024. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$75/hr

“MODULAR PLANNING Financial Planning Services are offered based on an hourly fee of $75 per hour.”

Flat or project fee

$750⁠-⁠$2,500

“COMPREHENSIVE PLANS Financial Planning Services are offered based on a flat fee between $750 and $2,500.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Liberty Advisers Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The annual fee may be negotiable based on future potential assets, fees earned from other business by affiliates and at the discretion of Liberty.”
• “Fees are billed monthly in advance based on the amount of assets managed as of the close of business on the last business day of the previous month.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the day’s services are provided during the given period.”

How Liberty Advisers Inc.’s fees compare

• Its hourly rate of $75 is below the Nebraska median of $250. None of the 32 other Nebraska planners that publish an hourly rate charge less.
• None of the 5 other planners in Lincoln that publish an hourly rate charge less.
• Its flat or project fee of $750-$2,500 is below the Nebraska median of $5,000. 13% of the 32 other Nebraska planners that publish a flat or project fee charge less.
• 3 of the 8 other planners in Lincoln that publish a flat or project fee charge less.

About Liberty Advisers Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®, CPA, EA, ChFC®, and CFA.
• Registered as an adviser: 2016 (10 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

61

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$19,922,589

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

281233

Website

twitter.com/creha46 (opens in new tab)

Phone

(402) 770-4575

Can advise clients in 3 states: Iowa, Nebraska, Texas

Other planners in Lincoln that publish fees

• 402 FinancialLincoln$150/hr, $1,000⁠-⁠$5,000
• Alphaomega Wealth Management, LLCLincoln$500⁠-⁠$10,000, $150⁠-⁠$2,000/mo
• Alta Strada Wealth ManagementLincoln$400/hr, $50,000
• Capital Consulting & Asset ManagementLincoln$200⁠-⁠$400/hr
• Flagstone Financial Management, LLCLincoln$2,000, $400/mo
• MJB Financial PlanningLincoln$2,500, $4,375/qtr

Compare all 14 planners in Lincoln