Liberty Wealth Advisors, LLC

Liberty Wealth Advisors, LLC (CRD# 107774) is a financial advisory firm headquartered in Naples, FL. They manage $1,754,002,356 in 2,090 accounts and serve the financial needs of clients across 35 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,754
    MILLION
  • Total Number of Accounts
    2,090
    ACCOUNTS
  • Average Account Value
    $839,236
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI

Financial Advisors at Liberty Wealth Advisors, LLC
Showing 1 - 9 of 9 top financial advisors.
1
John R. Bergmann
CRD#: 6042965
4851 Tamiami Trail N., Suite 200, Naples, FL 34103

John Bergmann (CRD# 6042965) is an Investment Advisor Representative working at Liberty Wealth Advisors, LLC in Naples, FL and has 1 year of experience in the finance industry. John Bergmann has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Dawn Clingan
CRD#: 5075350
Greenwood, DE

Dawn Clingan (CRD# 5075350) is an Investment Advisor Representative working at Liberty Wealth Advisors, LLC in Greenwood, DE and has over 15 years of experience in the finance industry.

3
Jennifer C. Flaherty
CRD#: 5764234
4851 Tamiami Trail N., Suite 200, Naples, FL 34103

Jennifer Flaherty (CRD# 5764234) is an Investment Advisor Representative working at Liberty Wealth Advisors, LLC in Naples, FL and has 1 year of experience in the finance industry. Jennifer Flaherty has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Sterling O. Herrmann
CRD#: 6198260
4851 Tamiami Trail N., Suite 200, Naples, FL 34103

Sterling Herrmann (CRD# 6198260) is an Investment Advisor Representative working at Liberty Wealth Advisors, LLC in Naples, FL and has over 6 years of experience in the finance industry. Sterling Herrmann has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Bret D. Mulvaney
CRD#: 6625315
College Station, TX

Bret Mulvaney (CRD# 6625315) is an Investment Advisor Representative working at Liberty Wealth Advisors, LLC in College Station, TX and has 1 year of experience in the finance industry. Bret Mulvaney has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Donald G. Bennyhoff
CRD#: 2159233
Phoenixville, PA

Donald Bennyhoff (CRD# 2159233) is an Investment Advisor Representative working at Liberty Wealth Advisors, LLC in Phoenixville, PA and has over 30 years of experience in the finance industry.

7
Richard P. Meagher
CRD#: 2104365
4851 Tamiami Trail N., Suite 200, Naples, FL 34103

Richard Meagher (CRD# 2104365) is an Investment Advisor Representative working at Liberty Wealth Advisors, LLC in Naples, FL and has 1 year of experience in the finance industry.

8
Ashley E. Scott
CRD#: 6791736
900 Wilshire Drive, Suite 200, Troy, MI 48084

Ashley Scott (CRD# 6791736) is an Investment Advisor Representative working at Liberty Wealth Advisors, LLC in Troy, MI and has over 4 years of experience in the finance industry. Ashley Scott has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Annette A. Vanderlinde
CRD#: 5119450
4851 Tamiami Trail N., Suite 200, Naples, FL 34103

Annette Vanderlinde (CRD# 5119450) is an Investment Advisor Representative working at Liberty Wealth Advisors, LLC in Naples, FL and has over 14 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.