Liberty Point Financial LLC fees and pricing

Financial planner in Syracuse, Utah. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated July 14, 2026, Liberty Point Financial LLC charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 14, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “For Clients not engaged for wealth management services, the Advisor also offers stand-alone financial planning services at an hourly rate of $250 per hour.”

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

“Fees for Advisory Services Wealth Management Services Wealth management fees are paid in arrears of each month, pursuant to the terms of the wealth management agreement.”
“Fees may be negotiable at the sole discretion of the Advisor based on the following factors: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor.”
“The balance shall be invoiced upon completion of the agreed upon deliverable[s].”

Its hourly rate of $250 is above the Utah median of $200. 53% of the 78 other Utah planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2026.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 0.8% a year
Employees: 1
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 340888
Website: libertypointfinancial.org (opens in new tab)
Phone: (385) 200-0878

Is something on this page wrong or out of date?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.