Liberty Asset Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$300/hr

“Our hourly rate ranges between $150 and $300.”

Flat or project fee

$300⁠-⁠$3,000

“Our Financial Planning fees are calculated and charged on a fixed fee basis, typically ranging from $300 to $3,000, depending on the specific arrangement reached with the client.”

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

How Liberty Asset Management bills

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

• “The initial fee will be prorated when the account is established during the quarter.”
• “If the investment advisory agreement is cancelled during a quarter the unused portion of the feel will be refunded on a prorated basis.”

How Liberty Asset Management’s fees compare

• Its hourly rate of $150-$300 spans the Pennsylvania median of $250. 30% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• 1 of the 6 other planners in Allentown that publish an hourly rate charge less.
• Its flat or project fee of $300-$3,000 is below the Pennsylvania median of $3,650. 24% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• None of the 4 other planners in Allentown that publish a flat or project fee charge less.

About Liberty Asset Management

• Firm size: 9 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2025.

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

1.5% a year

Clients

328

Employees

9

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$140,990,247

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

142094

Website

linkedin.com/in/rick-frable-cfp%C2%AE-chfc-17198813 (opens in new tab)

Phone

(610) 398-7333

Can advise clients in 3 states: Louisiana, Pennsylvania, Texas

Other planners in Allentown that publish fees

• A Better Way Financial, LLCAllentown$500⁠-⁠$2,399/yr
• Clearstream Planning, LLCAllentown$300/hr, $300⁠-⁠$20,000
• Englebert Financial Advisers, LLCAllentown$250/hr, $2,000⁠-⁠$75,000
• Erickson Financial Group, LLCAllentown$300/hr
• Northeast Financial Group, Inc.Allentown$1,000/hr, $500⁠-⁠$20,000
• Pavilion Financial PlanningAllentown$400/hr, $450⁠-⁠$800/mo

Compare all 13 planners in Allentown