Liberty One Wealth Advisors
Typically responds within 24 hours
Liberty One Wealth Advisors
Liberty One Wealth Advisors provides fiduciary, transparent financial planning, investment management, and tax strategies to help clients build wealth.
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
No minimum required
Services Offered
Client Specialties
Service Pricing
Percentage of Assets (AUM)
0.3% to 1.5%
Flat Fee/Retainer
$500 to $25,000
Meeting Options
Video meetings
In person meetings
Phone
Clients who would be a good fit
Our ideal client is a high-income professional or business owner seeking to minimize taxes, optimize investments, and build long-term wealth. They value expert guidance, proactive planning, and a fiduciary approach that prioritizes transparency and results. Typically, they have complex financial situations—such as equity compensation, business ownership, or retirement planning needs—and want a strategic partner to help them navigate tax-efficient wealth growth and preservation.
Clients who wouldNOTbe a good fit
Folks who aren’t concerned with tax efficiency, don’t see the value in proactive planning, prefer DIY investing, focus on short-term gains, aren’t ready to engage in a transparent, fiduciary relationship, or have simple financial needs, that don’t require advanced tax strategies, investment management, or estate planning.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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Works with clients across the US
Requirements:
No Minimum
Balance Wealth isn’t just about managing finances; it’s about architecting equilibrium in your life. With our human-centered approach to financial planning, we aim to guide you towards this equilibrium. We’ll join you on your journey where balance, wealth, and a fulfilling life converge. We want to serve good, caring people who want to make a difference in this world and the lives of others – and we value that above the numbers on a page or dollars in an account.
401(k) & IRA Management
Alternative Investments
Cash Flow Planning
Debt Management
ESG/Impact Investing
Estate Planning
Executive Compensation
Financial Advice & Coaching
Financial Planning
Insurance/Risk Management
Life Transition Planning
Pension Planning
Portfolio Management
Social Security Planning
Wealth Management
Asset Allocation
Business Succession Planning
Charitable Giving
College/Education Planning
Education Planning
Exit Planning
Family Wealth Transfer
Insurance Planning
Investment Management
Liquidity & Exit Planning
Philanthropic Planning
Portfolio Rebalancing
Retirement Planning
Risk Management
Stock Option Planning
Tax Strategy
Trust Services
Real Estate Advisory
Specialities
$2,500-$10,000One-Time Planning Fee
Works with clients around the world
Requirements:
$3,000,000 Minimum Investment
At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and transitioning your wealth.
Portfolio Rebalancing
Portfolio Management
Asset Allocation
Risk Management
Alternative Investments
401(k) & IRA Management
Pension Planning
Social Security Planning
Estate Planning
Trust Services
Charitable Giving
Philanthropic Planning
Family Wealth Transfer
Financial Planning
Cash Flow Planning
Debt Management
Education Planning
Insurance Planning
Life Transition Planning
Tax Strategy
Business Succession Planning
Exit Planning
Executive Compensation
Stock Option Planning
Specialities
0.00%-1.00%of AUM fee
Find & Connect with Accountants, Fractional CFOs, and Financial Advisors
Company
Sam’s List is a platform that connects users with independent accountants, bookkeepers, fractional CFOs, and financial advisors. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
