Liberty Financial Planning, Inc. fees and pricing
Financial planner in Canton, Michigan. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Liberty Financial Planning, Inc. charges $200 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“Liberty charges an hourly rate of $200 for its Financial Planning Services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Liberty Financial Planning, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “One-half of the estimated total fee is due upon execution of the services agreement and the balance is due upon completion of the client’s financial plan.”
- “Payment is accepted by cash, paper check, or electronic check only.”
- “Additional authorized work beyond the initial financial plan, including any plan or investment reviews, or plan updates, is billed to the client at Liberty’s applicable hourly rate at the time of service (see Post-Engagement Modifications below).”
How Liberty Financial Planning, Inc.’s fees compare
- Its hourly rate of $200 is below the Michigan median of $250. 16% of the 170 other Michigan planners that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Liberty Financial Planning, Inc.
“Liberty is an independent financial planning firm that specializes in providing objective financial planning and consulting services to individuals and families on a fee-only basis.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2001 (25 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Clients
- 64
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 115024
- Phone
- (734) 844-8770
Other planners in Michigan that publish fees
- 320 Life Financial PlanningHolland$250/hr
- 46 and 2 Investment Advisors, LLCTraverse City$200/hr
- 4Square Advisory Services, Inc.Fenton$150/hr, Up to $1,500
- A B L E Wealth Management Solutions LLCAnn Arbor$400/hr, $500
- Advance Wealth Management Service, LLCGrand Rapids$300/hr, $5,000
- Advisory Advocates LLCGrand Rapids$250-$1,500
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.