PlannerFees

Liberty Financial Group, Inc. fees and pricing

Financial planner in Elm Grove, Wisconsin. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 30, 2026, Liberty Financial Group, Inc. charges $250⁠-⁠$500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250⁠-⁠$500/hr
“Fees for existing clients’ hourly Investment Consulting Services range between $250 to $500 per hour, depending upon the complexity and nature of the services.”

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

How Liberty Financial Group, Inc. bills

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

  • “Investment Management and Financial Planning Service fees are negotiable at our discretion, and may be modified based on individual circumstances, the complexity of services and/or additional resources required.”
  • “Fees payable to Liberty for Investment Management and Financial Planning Services are, with the client's prior permission, automatically deducted from the client's account when due.”
  • “Fees are payable by check at our discretion.”

How Liberty Financial Group, Inc.’s fees compare

  • Its hourly rate of $250-$500 spans the Wisconsin median of $300. 71% of the 95 other Wisconsin planners that publish an hourly rate charge less.
  • 2 of the 3 other planners in Elm Grove that publish an hourly rate charge less.

About Liberty Financial Group, Inc.

“The firm provides Investment Management, Consultation and Financial Planning Services to individuals, trusts, estates, charitable organizations and corporations.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 5 employees.
  • Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning

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% a year
Minimum
No minimum stated in brochure
Clients
238
Employees
5
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$194,317,321
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
111272
Website
facebook.com/libertyfinancialgroupinc (opens in new tab)
Phone
(262) 785-1377

Can advise clients in 2 states: Florida, Wisconsin

Other planners in Elm Grove that publish fees

Compare all 5 planners in Elm Grove

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.