Adam Koos
Libertas Wealth Management Group Inc · Columbus, Ohio
Adam Koos is a fee-only financial advisor at Libertas Wealth Management Group Inc in Columbus, Ohio, who holds the CEPA, CFP and CMT credentials. Adam charges a percentage of assets and a flat fee or retainer (a $500,000 asset minimum) and focuses on founders (pre-exit), retirement planning and estate & legacy planning.
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Specialties
Who they serve
- Founders
- Executives
Facts
| Firm | Libertas Wealth Management Group Inc |
|---|---|
| Based in | Columbus, Ohio |
| Fee model | Percentage of assets · Flat fee or retainer |
| Fees (firm's website) | A $500,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $163.1M across 1,184 accounts |
| Credentials | CEPA · CFP · CMT |
| SEC registration | Investment adviser representative in FL, OH, TX · CRD 4450982 |
| Exams passed | Series 63 (2001) |
| Firm size | 6 employees |
| Disclosures | Reported; see the SEC record |
| Website | libertaswealth.com |
| Profile |
How Adam's firm compares
- Libertas Wealth Management Group Inc's average account is about $138,000, from its Form ADV (assets managed divided by 1,184 accounts).
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Questions about Adam
Is Adam Koos a fee-only financial advisor?
Yes. Adam Koos is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Adam's firm.
How does Adam charge for financial advice?
Adam charges a percentage of assets and a flat fee or retainer.
How much does Adam charge?
According to Libertas Wealth Management Group Inc's website, checked October 28, 2026: a $500,000 asset minimum.
Where is Adam Koos based?
Adam Koos is based in Columbus, Ohio.
What does Adam specialize in?
Adam's specialties include founders (pre-exit), retirement planning, estate & legacy planning, tax planning, sustainable & impact investing and small business owners. Adam works with founders and executives.
What credentials does Adam Koos hold?
Adam Koos holds the CEPA, CFP and CMT credentials.
Is Adam Koos registered with the SEC?
Yes. Adam Koos is registered as an investment adviser representative in FL, OH and TX (CRD 4450982), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.
How much does Libertas Wealth Management Group Inc manage?
Libertas Wealth Management Group Inc reports $163.1M across 1,184 accounts in assets under management.
How do I contact Adam Koos?
Through Adam's website, libertaswealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Libertas Wealth Management Group Inc website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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