Firm
Liberty Square Wealth Partners
Bethlehem, Pennsylvania
Fee-only
Liberty Square Wealth Partners at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 3 advisors are listed here.
- Its Form ADV reports 6 employees and 620 individual clients, 145 of them high net worth.
- Its average account is about $340,000 (assets it manages divided by its 1,668 accounts).
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Bethlehem, Pennsylvania |
|---|---|
| Website | libertysquarewealth.com |
| Phone | (610) 865-5803 |
Liberty Square Wealth Partners fees
Liberty Square Wealth Partners 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 | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $568 million |
| Individual clients | 475 |
| High-net-worth clients | 145 |
| Accounts managed | 1,668 |
| Employees | 6 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-130895) |
| Financial planning | Offered |
| Form ADV filed | May 15, 2026 |
| SEC record | CRD 332476 |