# David Pope

> David Pope is a fee-only financial advisor at Liberty Square Wealth Partners in Bethlehem, Pennsylvania. Liberty Square Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/david-pope/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Liberty Square Wealth Partners
- **Based in:** Bethlehem, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $567.8M across 1,668 accounts
- **CRD:** 4068503 (https://adviserinfo.sec.gov/individual/summary/4068503)
- **SEC registration:** Investment adviser representative in NC
- **Exams passed:** Series 63 (2000), Series 65 (2025), Series 66 (2004)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://www.libertysquarewealth.com

## Frequently asked questions

### Is David Pope a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Liberty Square Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does David charge for financial advice?

David's firm, Liberty Square Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is David Pope based?

David Pope is based in Bethlehem, Pennsylvania.

### Is David Pope registered with the SEC?

Yes. David Pope is registered as an investment adviser representative in NC (CRD 4068503), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Liberty Square Wealth Partners manage?

Liberty Square Wealth Partners reports $567.8M across 1,668 accounts in assets under management.

### How do I contact David Pope?

Through David's website, www.libertysquarewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4068503): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.