Liberty Advisory Group, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$28,849,163
Total clients
122
2% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
122
Average account size
$236,469
About
Liberty Advisory Group, Inc. provides investment advisory services and financial planning to individual and high‑net‑worth clients, including reviews of investment objectives, asset allocation recommendations across cash, equities, bonds, mutual funds and annuities, and preparation of written investment strategies. The firm offers managed accounts and discretionary management programs and may recommend third‑party sub‑advisors to implement or supervise client portfolios.
The firm tailors advice to each client’s goals, time horizon, and risk tolerance and employs a range of methods — including asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term strategies — while advising clients to consult tax professionals about material tax implications. When appropriate, Liberty may place accounts with unaffiliated sub‑advisors or wrap‑fee programs and documents a preferred custodian relationship to support trading, reporting, and execution.
Notable features in the brochure include that the firm’s principal is also a licensed insurance agent and may offer commissionable insurance products (a disclosed potential conflict of interest), and that the adviser was established as an RIA in May 2025 and the brochure states the firm currently reports no assets under management. The brochure also emphasizes the use of third‑party money managers and a one‑time fixed‑fee financial planning engagement as part of the firm’s service mix.
Client services
Financial planning
Selection of other advisers
Expertise
Annuities
Fee options
Financial planning fixed fees range from $1,000 to $5,000 per project
$0 - $500,000: 1.35% annually $500,000 - $1,000,000: 1.0% annually $1,000,000+: 0.85% annually
Main office location
Liberty Advisory Group, Inc.
228 Canal Boulevard, Suite 1
Ponte Vedra Beach FL 32082, United States
Number of offices
1
Most active in
Liberty Advisory Group, Inc. has reported serving >5 clients in these states in the last 12 months.
Florida
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.
Forms ADV
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