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Liberty One Wealth Advisors

Updated today

Client assets under management

$176,522,812

Clients

236

11% high-net worth

Advisors

5

of 5 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

47

Low

Average account size

$747,978

About

Liberty One Wealth Advisors provides goals-based financial planning and discretionary portfolio management to individuals, high-net-worth clients, charitable organizations, retirement accounts and some institutions. Services described in the brochure include ongoing comprehensive financial planning, tailored asset allocation and portfolio construction, participant account management for held-away defined contribution accounts, and facilitated access to third‑party insurance products.

The firm’s investment process is driven by individualized financial plans that establish target asset allocations and use primarily exchange-traded funds across equity and fixed‑income sleeves; portfolios are rebalanced when markets move roughly ±5%. LOWA discloses that it uses technology, including AI tools for marketing drafts and meeting transcription, for operational efficiency but does not use AI for investment decision‑making, and it may recommend third‑party managers for specialized tax or municipal bond strategies.

Compared with many peers, LOWA both sponsors a wrap fee program (serving as the sole portfolio manager in that program and paying a custodian-based trading fee structure) and discloses the use of testimonials in its advertising practices. The brochure also notes formal referral arrangements and ownership ties to an affiliated insurance/legal entity and the availability of commissionable insurance products through certain supervised persons, matters the firm discloses as potential conflicts.

Client services

Financial planning Portfolio management

Expertise

Wealth management Passive / index investing Real estate investing

Fee options

Percentage

$0 - $500,000: 1.5% $500,001 - $1,000,000: 1.1% $1,000,001 - $2,000,000: 1.0% $2,000,001 - $5,000,000: 0.80% $5,000,001 - $15,000,000: 0.70% $15,000,001+: Customized

Other

Fee-only: Advisory fees based on tiered schedule; ongoing financial planning included for portfolios $500,000 and above; separate financial planning fees for portfolios below $500,000.

Main office location

Liberty One Wealth Advisors

2001 Market St., Suite 2500

Philadelphia PA 19103, United States

Number of offices

1

Most active in

California · Delaware · Florida · Maryland · New Jersey · New York · Pennsylvania · Texas

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Paul Z

Series 63, Series 65

Philadelphia, PA

Liberty One Wealth Advisors

Paul Zablotney is a financial advisor at Liberty One Wealth Advisors in Philadelphia, PA. He holds Series 63 and Series 65 licenses and has been in the industry since 2025. His prior experience includes roles at Fette Sav, Ikea, JPMorgan Chase Bank NA, and J.P. Morgan Securities LLC. Liberty One Wealth Advisors offers goals-based financial planning and discretionary portfolio management to individuals, high-net-worth clients, charitable organizations, retirement accounts, and some institutions. The firm’s investment process centers on individualized financial plans using primarily exchange-traded funds, with portfolios rebalanced based on market movements.

Wealth management Passive / index investing Real estate investing
user avatar

Christopher K

CFP®, Series 66

Philadelphia, PA

Liberty One Wealth Advisors

Christopher Klein is a CFP® and holds a Series 66 license with seven years of industry experience. He has worked at Liberty One Wealth Advisors since 2022 and previously held roles at Merrill Lynch and JPMorgan Chase. Liberty One Wealth Advisors offers goals-based financial planning and discretionary portfolio management to individuals, high-net-worth clients, charitable organizations, retirement accounts, and some institutions. The firm’s investment approach centers on individualized financial plans using primarily exchange-traded funds, with portfolios rebalanced based on market movements.

Wealth management Passive / index investing Real estate investing
user avatar

Guilian D

CFP®, Series 66

Philadelphia, PA

Liberty One Wealth Advisors

Guilian Dileonardo is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently with Liberty One Wealth Advisors, where he has worked since 2021. Prior to that, he was employed at Bank of America and Merrill. He is also the Managing Director of Liberty One Private Risk, an insurance agency focused on providing insurance solutions. Liberty One Wealth Advisors offers goals-based financial planning and discretionary portfolio management to individuals, high-net-worth clients, charitable organizations, retirement accounts, and some institutions. The firm emphasizes tailored asset allocation using primarily exchange-traded funds and employs technology to enhance operational efficiency.

Wealth management Passive / index investing Real estate investing
user avatar

Fan F

CFP®, Series 63, Series 65

Philadelphia, PA

Liberty One Wealth Advisors

Fan Feng is a CFP® with eight years of industry experience, currently serving at Liberty One Wealth Advisors since 2021. Prior to this, Fan held roles at Bank of America, Merrill, and Citizens Securities, among others. Outside of financial advising, Fan is a board member of the Drexel University Alumni Board of Governance and owns an online home goods retail business. Liberty One Wealth Advisors provides goals-based financial planning and discretionary portfolio management to individuals, high-net-worth clients, charitable organizations, retirement accounts, and some institutions. The firm’s investment process centers on individualized financial plans using primarily exchange-traded funds, with portfolios rebalanced based on market movements.

Wealth management Passive / index investing Real estate investing
user avatar

Jacky P

CFP®, Series 63, Series 66

Philadelphia, PA

Liberty One Wealth Advisors

Jacky Petit Homme is a CFP® with 12 years of experience in the financial services industry. He has worked at Liberty One Wealth Advisors since 2021 and previously held positions at Bank of America and Merrill. He serves as an advisory board member for Big Brothers Big Sisters, assisting with volunteer recruitment and resource provision. Liberty One Wealth Advisors offers goals-based financial planning and discretionary portfolio management to individuals, high-net-worth clients, charitable organizations, retirement accounts, and some institutions. The firm’s investment process centers on individualized financial plans and primarily uses exchange-traded funds, with portfolios rebalanced based on market movements.

Wealth management Passive / index investing Real estate investing
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