0
Client Reviews
0.3% to 1.5%
Percentage of Assets (AUM)
$0
Minimum Annual Income
$0
Minimum Investible Assets
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
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.
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
No minimum required
Client Specialties
Services Offered
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
About Liberty One Wealth Advisors
Liberty One Wealth Advisors provides fiduciary, transparent financial planning, investment management, and tax strategies to help clients build wealth.
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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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. 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.
