# Liberty Financial Planning

Liberty Financial Planning is a RIA based in Plymouth, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Plymouth, United States
- **Assets under management:** Undisclosed
- **Website:** https://libertyfinancialplanning.com

## Regulatory record

- **CRD number:** 115024
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/115024

## About

Liberty Financial Planning is an independent fee-only fiduciary firm providing objective financial advice, custom financial plans, ongoing investment advice, and tax planning and preparation. They put clients' needs first and focus on helping clients achieve financial freedom. The firm has been serving clients in Michigan and across the U.S. for over 20 years.

## Sectors

- Financial Services
- Wealth Management

## People

- Steve Braun — Founder & President

## Questions

### Is Liberty Financial Planning a fiduciary?

As a registered investment advisor (RIA) with the SEC or state securities regulator, Liberty Financial Planning is held to a fiduciary standard. This means it must act in the best interests of its clients, disclosing conflicts of interest and providing suitable advice.

### Who is the owner or founder of Liberty Financial Planning?

Publicly available sources do not identify the owner or founder of Liberty Financial Planning. The firm's ownership structure is not disclosed in its regulatory filings or public materials.

### Where is Liberty Financial Planning headquartered?

The firm's headquarters location is not publicly listed in accessible sources. Its city and state of operation are unknown from available public records.

### How large is Liberty Financial Planning's assets under management?

Liberty Financial Planning does not publicly disclose its assets under management. The firm's AUM is not available from regulatory filings or public communications.

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- [Haldorson & Pincombe Investment Advisors Inc.](https://altss.com/profile/haldorson-and-pincombe-investment-advisors-inc)
- [R GREGORY SOUDER](https://altss.com/profile/r-gregory-souder)

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Last updated: 2026-08-11T15:07:19.634Z

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