Liberated Financial

Overview

Liberated Financial is an independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm delivers financial planning and portfolio management for individuals and small businesses. Its billing mixes asset-based fees with hourly and fixed-fee arrangements. The firm does not present itself as a capital allocator, is not a multi-state adviser, and indicates it is not an active ESG investor. An industry affiliation with an insurance company is noted.

Assets & Accounts

Public Holdings

Investments & Alternatives