Firm
Liberty Financial Planning
Canton, Michigan
Fee-only
Liberty Financial Planning at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 64 individual clients, 33 of them high net worth.
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Canton, Michigan |
|---|---|
| Website | libertyfinancialplanning.com |
| Phone | (734) 844-8770 |
Liberty Financial Planning fees
Liberty Financial Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 | Hourly · Fixed fees |
|---|---|
| Individual clients | 31 |
| High-net-worth clients | 33 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 115024 |