# Guilian DiLeonardo

> Guilian DiLeonardo is a fee-only financial advisor at Liberty One Wealth Advisors in Philadelphia, Pennsylvania, who holds the CFP credential. Guilian charges a percentage of assets and a flat fee or retainer and focuses on small business owners, retirement planning and equity compensation.

Page: https://find.wellspent.co/advisors/guilian-dileonardo/
Built from public directory listings; last checked April 25, 2026.

## Facts

- **Firm:** Liberty One Wealth Advisors
- **Based in:** Philadelphia, Pennsylvania
- **Fee model:** Percentage of assets; Flat fee or retainer
- **Works virtually:** Yes (firm's website)
- **Languages:** Mandarin
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $100M - $500M
- **Credentials:** CFP
- **Specialties:** Small business owners, Retirement planning, Equity compensation, Family wealth transfer, Pension planning, Real estate investors, Tax planning, Estate & legacy planning, Founders (pre-exit)
- **Works with:** High earners, HENRY (High Earners, Not Rich Yet), Executives, Founders, Early-career professionals, Pre-retirees, Retirees, Cross-border families, Multi-generational families
- **CRD:** 6340775 (https://adviserinfo.sec.gov/individual/summary/6340775)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 66 (2017)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** libertyonewealth.com

## About

Liberty One Wealth Advisors provides fiduciary, transparent financial planning, investment management, and tax strategies to help clients build wealth.

## Frequently asked questions

### Is Guilian DiLeonardo a fee-only financial advisor?

Yes. Guilian DiLeonardo is listed in the public advisor directory (listed as fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Guilian's firm.

### How does Guilian charge for financial advice?

Guilian charges a percentage of assets and a flat fee or retainer.

### Does Guilian work with clients virtually?

Yes. Liberty One Wealth Advisors says on its website that it works with clients remotely.

### What languages does Guilian work in?

Besides English, Liberty One Wealth Advisors offers service in Mandarin, according to its website.

### Where is Guilian DiLeonardo based?

Guilian DiLeonardo is based in Philadelphia, Pennsylvania.

### What does Guilian specialize in?

Guilian's specialties include small business owners, retirement planning, equity compensation, family wealth transfer, pension planning and real estate investors. Guilian works with high earners, HENRY (High Earners, Not Rich Yet), executives, founders and early-career professionals.

### What credentials does Guilian DiLeonardo hold?

Guilian DiLeonardo holds the CFP credential.

### Is Guilian DiLeonardo registered with the SEC?

Yes. Guilian DiLeonardo is registered as an investment adviser representative in PA (CRD 6340775), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Liberty One Wealth Advisors manage?

Liberty One Wealth Advisors reports $100M - $500M in assets under management.

### How do I contact Guilian DiLeonardo?

Through Guilian's website, libertyonewealth.com.

## Sources

- Public advisor directory: listed as fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://libertyonewealth.com/): specialties, clients served, and fees, checked October 28, 2026

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