Liberty Square Wealth Partners LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“The maximum hourly fee for finacical planning services is $300.”

Flat or project fee

$500⁠-⁠$2,500

“Fixed fees range from $500 to $2,500.”

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

How Liberty Square Wealth Partners LLC bills

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

• “The wealth management fee in the first month of service is prorated from the inception date of the account[s] to the end of the first month.”
• “Fees may be negotiable at the sole discretion of the Advisor.”
• “Fees may be negotiable depending on the size and complexity of the Plan.”

How Liberty Square Wealth Partners LLC’s fees compare

• Its hourly rate of $300 is above the Pennsylvania median of $250. 57% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• 3 of the 3 other planners in Bethlehem that publish an hourly rate charge less.
• Its flat or project fee of $500-$2,500 is below the Pennsylvania median of $3,650. 20% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• 2 of the 5 other planners in Bethlehem that publish a flat or project fee charge less.

About Liberty Square Wealth Partners LLC

• Firm size: 6 employees.
• Credentials named in the brochure: CFP® and ChFC®.
• Registered as an adviser: 2024 (2 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

1% a year

Clients

620

Employees

6

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$567,782,618

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

332476

Website

libertysquarewealth.com (opens in new tab)

Phone

(610) 865-5803

Can advise clients in 13 states: California, Connecticut, Florida, Louisiana, Maryland, North Carolina, Nebraska, New Jersey, New York, Pennsylvania, South Carolina, Texas, Virginia

Other planners in Bethlehem that publish fees

• Keystone Fiduciary Financial Planning and Tax AdvisoryBethlehem$2,500⁠-⁠$10,000
• Rowan Financial LLCBethlehem$280/hr, $1,000
• Social Justice Capital LLCBethlehem$250/hr, $100⁠-⁠$10,000
• Stark Wealth Management LLCBethlehem$1,000
• Weyhill Investment Counsel, LLCBethlehem$250/hr, $200⁠-⁠$5,000

Compare all 10 planners in Bethlehem