Derek Liberti
Wealth Effects · Boston, Massachusetts
Derek Liberti is a fee-only financial advisor at Wealth Effects in Boston, Massachusetts. Derek focuses on retirement planning, divorce financial planning and family wealth transfer. Wealth Effects reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Mid-life transitions
- Divorced individuals
Facts
| Firm | Wealth Effects |
|---|---|
| Based in | Boston, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $472M across 988 accounts |
| SEC registration | Investment adviser representative in MA · CRD 8069164 |
| Exams passed | Series 65 (2025) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.w-effects.com |
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Questions about Derek
Is Derek Liberti a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Derek holds no broker registration, and Wealth Effects reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Derek charge for financial advice?
Derek's firm, Wealth Effects, reports charging a percentage of assets on its SEC Form ADV.
Where is Derek Liberti based?
Derek Liberti is based in Boston, Massachusetts.
What does Derek specialize in?
Derek's specialties include retirement planning, divorce financial planning and family wealth transfer. Derek works with pre-retirees, mid-life transitions and divorced individuals.
Is Derek Liberti registered with the SEC?
Yes. Derek Liberti is registered as an investment adviser representative in MA (CRD 8069164), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wealth Effects manage?
Wealth Effects reports $472M across 988 accounts in assets under management.
How do I contact Derek Liberti?
Through Derek's website, www.w-effects.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Wealth Effects website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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