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Libertas Wealth Management Group, Inc.

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Client assets under management

$145,073,305

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Clients

280

8% high-net worth

Advisors

2

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

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Clients per advisor

140

Very High

Average account size

$518,119

About

Libertas Wealth Management Group provides personalized financial planning and investment management primarily to individuals, high net worth clients, business owners, and nonprofit foundations, including executives and retirees. Services listed in the brochure include portfolio management, ERISA 3(38) plan services, 401(k) consulting, sub-advisory management, and 1031 Exchange investment consulting using Delaware Statutory Trusts.

The firm operates as a fee-only adviser and manages both wrap-fee and non-wrap accounts, typically on a discretionary basis using model portfolios and a blend of technical and fundamental analysis. Account reviews are performed at least quarterly and the firm may implement Asbury-developed models when acting in its sub-advisory role.

Notably, Libertas supports a relatively large client base for a two-advisor practice—managing 280 client relationships—which implies a higher client load per advisor than is typical for similarly sized firms. The firm is also a sponsor of a wrap fee program and offers specialized 1031 Exchange consulting with DST implementation, features that are less common among peers.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Real estate investing General retirement planning Tax strategies for small businesses

Occupation focus

Executive Retired Founder/Business Owner

Fee options

Fixed

1031 Exchange Investment Consulting flat fees based on total property sale and exchange amount: $5,000 to $22,000 plus $1,000 per DST above 6 for larger amounts.

Percentage

$0 - $499,999: 1.90% annually $500,000 - $999,999: 1.75% annually $1,000,000 - $2,999,999: 1.50% annually $3,000,000 - $4,999,999: 0.75% annually $5,000,000 - $9,999,999: 0.65% annually $10,000,000+: 0.50% annually

Project-based

$350 per hour for work performed if 1031 Exchange consulting agreement is terminated prior to plan implementation.

Other

Fee-only: Fixed fee financial planning and consulting fees determined at engagement start, based on scope and complexity; typically billed upfront or split billing; hourly rate of $350 for terminated 1031 Exchange consulting prior to plan implementation.

Main office location

Libertas Wealth Management Group, Inc.

5003 Horizons Dr., Suite 200

Columbus OH 43220, United States

Number of offices

1

Most active in

More info

Florida · Ohio · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Instagram YouTube Website 614-543-1350

Advisors at this firm

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user avatar

Kimberly W

Series 65

Columbus, OH

Libertas Wealth Management Group, Inc.

Kimberly Garner is a financial advisor at Libertas Wealth Management Group, Inc. in Columbus, OH, holding a Series 65 designation with five years of industry experience. She previously worked at CitiBank and JP Morgan Chase before joining Libertas in 2020. Libertas Wealth Management Group provides fee-only financial planning and investment management primarily to individuals, high-net-worth clients, non-profit foundations, and business owners. The firm emphasizes model portfolios that rely on technical analysis, manages both discretionary and non-discretionary accounts, and serves a large number of client relationships relative to its assets under management.

Real estate investing General retirement planning Tax strategies for small businesses Executive Retired Founder/Business Owner
user avatar

Adam K

CFP®, Series 63

Columbus, OH

Libertas Wealth Management Group, Inc.

Adam Koos is a CFP®-certified financial advisor with 21 years of industry experience. He has been with Libertas Wealth Management Group, Inc. in Columbus, OH since 2011. Libertas Wealth Management Group provides fee-only financial planning and investment management primarily to individuals, high-net-worth clients, non-profit foundations, and business owners. The firm emphasizes technical analysis in its investment process and manages both discretionary and non-discretionary accounts, overseeing approximately $124 million in assets across a large client base.

Real estate investing General retirement planning Tax strategies for small businesses Executive Retired Founder/Business Owner
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