Liberty Advisers Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$19,922,589
Clients
61
13% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
61
Very HighAverage account size
$326,600
About
Liberty Advisers Inc. provides discretionary and non‑discretionary portfolio management, financial planning, and related advisory services to business owners, families, individuals, and high‑net‑worth clients. The firm manages roughly $19.9 million across about 61 client relationships and also offers management of held‑away defined contribution plan participant accounts.
Investment programs are tailored to documented client objectives and risk tolerance, with ongoing monitoring and at least quarterly reviews; Liberty can implement strategies on either a discretionary or non‑discretionary basis. The firm uses technical analysis and may employ long‑ and short‑term positions, trading and options strategies, and offers both modular (hourly) and comprehensive (fixed‑fee) financial planning engagements.
Compared with peers, the firm’s president is also a licensed insurance agent affiliated with the firm’s insurance entities and dedicates a portion of time to those insurance activities, a relationship the brochure discloses and describes procedures to mitigate. The firm also routinely offers free online and in‑person educational events and uses a third‑party platform to manage held‑away retirement plan participant accounts—services noted in the brochure as less common among similar independent advisers.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Retirement income strategy
Social Security optimization
General estate planning guidance
Cash flow / budgeting
Options & derivatives strategies
Occupation focus
Founder/Business Owner
Retired
Fee options
Fixed fee between $750 and $2,500 for comprehensive financial planning
$0+: Maximum 2.0% annually for discretionary direct asset management $0+: Maximum 1.0% annually for assets held away
$75 per hour for modular financial planning
Fee-only: Hourly fee of $75 per hour for modular financial planning; fixed fee between $750 and $2,500 for comprehensive financial planning
Main office location
Liberty Advisers Inc.
Lincoln NE, United States
Number of offices
1
Most active in
Liberty Advisers Inc. has reported serving >5 clients in these states in the last 12 months.
Iowa · Nebraska · Texas
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:
-
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.
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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.
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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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