Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$567,782,618
Total clients
620
23% high-net worth
Total advisors
5
of 6 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
124
Average account size
$915,778
Liberty Square serves individuals (including high‑net‑worth clients), families, trusts, estates, businesses, charitable organizations, and retirement plans, offering wealth management, financial planning (standalone or integrated), and retirement plan advisory services. The firm provides both discretionary and non‑discretionary portfolio management and routinely works with clients to develop investment strategies, asset allocation, and ongoing wealth supervision.
The firm's investment process is primarily long‑term oriented and uses a combination of fundamental and technical analysis to construct diversified portfolios that rely largely on ETFs and mutual funds, while also permitting individual stocks, bonds, and legacy positions when appropriate. Liberty Square applies internal due diligence, seeks the lowest‑cost share classes when feasible, and rebalances or harvests gains/losses to align portfolios with each client’s goals and risk tolerance.
Noteworthy aspects include managing over $567.8 million in discretionary assets with a five‑advisor team serving roughly 620 clients across three offices, a structure that yields a higher client and asset load per advisor than many peer team firms. The firm also provides ERISA fiduciary retirement plan services, and several advisory personnel maintain insurance and broker‑dealer registrations (with related conflicts disclosed), while participating in an institutional custody relationship that supplies operational and research support.
Financial planning fixed fees range from $500 to $2,500.
$0+: 0.50% annually unspecified+: up to 1.50% annually
Certain Advisory Persons receive commissions from insurance product sales and as Registered Representatives of PKS for commissionable transactions, separate from advisory fees.
Financial planning services hourly rate up to $300 per hour.
Fee-only: Wealth management fees range from 0.50% to 1.50% annually, paid monthly in advance; Retirement plan advisory fees up to 1.00% annually; Financial planning fixed fees range from $500 to $2,500; hourly fees up to $300/hour.
Liberty Square Wealth Partners LLC
1525 Valley Center Pkwy, Suite 120
Bethlehem PA 18017, United States
Number of offices
3
California · Connecticut · Florida · Louisiana · Maryland · Nebraska · New Jersey · New York · North Carolina · Pennsylvania · South Carolina · Texas · Virginia
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Bethlehem, PA
Liberty Square Wealth Partners LLC
CFP®, Series 63, Series 65
Ocala, FL
Liberty Square Wealth Partners LLC
Series 65
Bethlehem, PA
Liberty Square Wealth Partners LLC
Series 63, Series 65, Series 66
Bolivia, NC
Liberty Square Wealth Partners LLC
ChFC®, Series 63, Series 65
Bethlehem, PA
Liberty Square Wealth Partners LLC
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