Jaydon Wargin
Liberty Financial Group · Elm Grove, Wisconsin
Jaydon Wargin is a fee-only financial advisor at Liberty Financial Group in Elm Grove, Wisconsin. Liberty Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Liberty Financial Group |
|---|---|
| Based in | Elm Grove, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $194.3M across 766 accounts |
| SEC registration | Investment adviser representative in FL, WI · CRD 8275611 |
| Exams passed | Series 65 (2026) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.libertyfinancialgroup.com |
How Jaydon's firm compares
- Liberty Financial Group's average account is about $254,000, from its Form ADV (assets managed divided by 766 accounts).
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Questions about Jaydon
Is Jaydon Wargin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jaydon holds no broker registration, and Liberty Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jaydon charge for financial advice?
Jaydon's firm, Liberty Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jaydon Wargin based?
Jaydon Wargin is based in Elm Grove, Wisconsin.
Is Jaydon Wargin registered with the SEC?
Yes. Jaydon Wargin is registered as an investment adviser representative in FL and WI (CRD 8275611), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Liberty Financial Group manage?
Liberty Financial Group reports $194.3M across 766 accounts in assets under management.
How do I contact Jaydon Wargin?
Through Jaydon's website, www.libertyfinancialgroup.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
- 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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