Stephen Braun
Liberty Financial Planning · Canton, Michigan
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.
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Specialties
Facts
| Firm | Liberty Financial Planning |
|---|---|
| Based in | Canton, Michigan |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Accepting new clients | Yes |
| SEC registration | Investment adviser representative in MI · CRD 4531142 |
| Exams passed | Series 65 (2010) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | libertyfinancialplanning.com |
| Profile |
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Questions about Stephen
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.
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
- Liberty Financial Planning 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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