Libertas Wealth Management Group Inc at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 6 employees and 280 individual clients, 21 of them high net worth.
- Its average account is about $138,000 (assets it manages divided by its 1,184 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Columbus, Ohio |
|---|---|
| Website | libertaswealth.com |
| [email protected] | |
| Phone | (614) 543-1350 |
Questions about Libertas Wealth Management Group Inc
Does Libertas Wealth Management Group Inc have an account minimum?
Yes. Libertas Wealth Management Group Inc states an account minimum of $500,000. We found this on its website, checked October 28, 2026.
How is Libertas Wealth Management Group Inc paid?
Libertas Wealth Management Group Inc's Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does Libertas Wealth Management Group Inc have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at Libertas Wealth Management Group Inc, and 1 hold the CFP.
What is the average account at Libertas Wealth Management Group Inc?
Libertas Wealth Management Group Inc's average account is about $138,000. That's the assets on its Form ADV divided by its 1,184 accounts.
What does Libertas Wealth Management Group Inc specialize in?
Libertas Wealth Management Group Inc's advisors and website list founders (pre-exit), retirement planning, estate & legacy planning and tax planning.
Is Libertas Wealth Management Group Inc accepting new clients?
Yes, according to Libertas Wealth Management Group Inc's website, checked October 28, 2026.
Libertas Wealth Management Group Inc fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $500,000 |
|---|---|
| How it charges | Percentage of assets · Flat fee |
In the firm's words
"do not meet our $500,000 minimum for Full-Service clients" source
"This fee is an annualized percentage of assets under management, billed monthly through Charles Schwab" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $163 million |
| Individual clients | 259 |
| High-net-worth clients | 21 |
| Accounts managed | 1,184 |
| Employees | 6 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-133776) |
| Financial planning | Offered |
| Form ADV filed | August 17, 2026 |
| SEC record | CRD 157769 |