# Stephen Braun

> Stephen Braun is a fee-only financial advisor at Liberty Financial Planning in Canton, Michigan. Stephen focuses on tax planning. Liberty Financial Planning reports charging hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/stephen-braun/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Liberty Financial Planning
- **Based in:** Canton, Michigan
- **Fee model (firm's Form ADV):** Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Specialties:** Tax planning
- **CRD:** 4531142 (https://adviserinfo.sec.gov/individual/summary/4531142)
- **SEC registration:** Investment adviser representative in MI
- **Exams passed:** Series 65 (2010)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://libertyfinancialplanning.com

## Frequently asked questions

### Is Stephen Braun a fee-only financial advisor?

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

### How does Stephen charge for financial advice?

Stephen's firm, Liberty Financial Planning, reports charging hourly fees and fixed fees on its SEC Form ADV.

### Where is Stephen Braun based?

Stephen Braun is based in Canton, Michigan.

### What does Stephen specialize in?

Stephen's specialties include tax planning.

### Is Stephen Braun registered with the SEC?

Yes. Stephen Braun is registered as an investment adviser representative in MI (CRD 4531142), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How do I contact Stephen Braun?

Through Stephen's website, libertyfinancialplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4531142): 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
- The firm's website (https://www.libertyfinancialplanning.com/): specialties, clients served, and fees, checked October 30, 2026

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