Liberated Investor Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$11,700,000
Total clients
49
2% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
49
Average account size
$238,776
About
Liberated Investor Advisors, LLC provides discretionary portfolio management and financial planning to individual clients, including both high‑net‑worth and non‑HNW investors. The firm also solicits clients for and may recommend third‑party money managers and model portfolios to implement client investment programs.
Investment implementation relies primarily on model portfolios and third‑party money managers or sub‑advisers, with the firm exercising discretionary trading authority for managed accounts. Strategies described in the brochure emphasize diversification consistent with modern portfolio theory and long‑term purchase approaches across ETFs, mutual funds, and individual stocks, and the firm generally does not accept client restrictions on specific holdings within its models.
A distinctive aspect is that the advisory personnel are separately licensed insurance agents who may sell commission‑based insurance products in addition to providing investment advice, a practice the brochure discloses as a potential conflict of interest. The firm also acts as a solicitor for other advisory firms and receives compensation from third‑party managers, and it operates as a small, single‑advisor practice managing approximately $11.7 million for fewer than 50 clients, so clients typically work directly with the sole advisor and should review those affiliations when evaluating recommendations.
Client services
Financial planning
Portfolio management
Selection of other advisers
Solicitor
Fee options
Financial planning fixed fees generally range between $1,000 and $5,000, payable in advance and negotiable.
1.0%
Insurance commissions earned by persons affiliated with the firm for selling insurance products, separate and in addition to advisory fees.
$250 per hour for financial planning and consulting services.
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Liberated Investor Advisors, LLC
Old Fort NC, United States
Number of offices
1
Forms ADV
Quick links
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