PlannerFees

Liberty Wealth Management, LLC fees and pricing

Financial planner in Oakland, California. Registered with the SEC.

According to its Form ADV Part 2A brochure dated July 20, 2026, Liberty Wealth Management, LLC charges a flat or project fee of $3,500, a quarterly fee of $875, and an annual fee of $500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 20, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$3,500
“The minimum annual flat-rate fee for financial planning is $3,500 (or $875 each quarter).”
Quarterly fee
$875/qtr

From the same sentence as above.

Annual fee
$500/yr
“Advisers offering impersonal investment advice paid less than $500 per year do not have to adhere to the Brochure Rule.”

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

How Liberty Wealth Management, LLC bills

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

  • “Negotiation Availability Under certain circumstances, advisory fees are negotiable subject to certain limitations and approval by LWM.”
  • “Regardless of fee negotiation availability, under no circumstances will a client be required to pre-pay an LWM advisory fee more than six months in advance, in excess of $1,200.”
  • “Clients who wish to be directly billed by LWM for their advisory services fees will authorize this form of payment in writing on their advisory services contract and request that LWM invoice them directly on a quarterly basis for any fees due.”

How Liberty Wealth Management, LLC’s fees compare

  • Its flat or project fee of $3,500 is below the California median of $5,000. 39% of the 796 other California planners that publish a flat or project fee charge less.
  • 6 of the 11 other planners in Oakland that publish a flat or project fee charge less.
  • Its annual fee of $500 is below the California median of $6,250. 1% of the 224 other California planners that publish an annual fee charge less.
  • None of the 4 other planners in Oakland that publish an annual fee charge less.

About Liberty Wealth Management, LLC

  • Firm size: 43 employees.
  • Credentials named in the brochure: CPA.
  • Founded: 1998 (28 years).

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees
Charges a % of assets
Yes
Highest asset based fee in brochure
3% a year
Clients
1,510
Employees
43
Works with
Individuals, high net worth individuals, pension and profit sharing plans, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, educational seminars and workshops, and other services
Assets managed
$1,725,386,015
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
286001
Website
facebook.com/login/?next=https%3A%2F%2Fwww.facebook.com%2Flibertygroupllc%2F (opens in new tab)
Phone
(510) 903-5489

Can advise clients in 21 states: Arizona, California, Colorado, Florida, Georgia, Idaho, Illinois, Indiana, Maryland, Michigan, North Carolina, New Hampshire, Nevada, New York, Oregon, South Carolina, Tennessee, Texas, Utah, Virginia, Washington

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