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Stephen Braun

Liberty Financial Planning, INC.
15 Years of Experience
Canton, MI
View SEC Summary
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Stephen Braun is a registered investment advisor at Liberty Financial Planning, INC., based in Canton, MI, with 15 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 64 clients.

Liberty Financial Planning, INC.
Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Liberty Financial Planning charges an annual retainer between $100 and $10,000, paid in equal monthly installments, for ongoing financial consulting services. This service includes:

  • Periodic reviews and reports on investment portfolios with recommendations for changes or rebalancing
  • Assistance with implementing financial plan recommendations
  • Tax planning advice and review of investment income and capital gains
  • Advice on allocating investment capital across taxable and tax-deferred accounts
  • Annual review meetings to discuss progress and adjust strategies based on life changes
  • Hourly financial planning — $200 per hour for comprehensive written financial plans covering emergency funds, retirement, education, investments, taxes, and estate planning needs
  • Additional consulting or plan updates — billed at the standard $200 hourly rate or arranged as a fixed fee
Annual Retainer:$100 - $10,000/year
One-Time Plan:From $200
Hourly Rate:$200/hr
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Location

Canton, MI

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Stephen is a member of Liberty Family Resources, LLC, a public speaking business, since 2003. He spends minimal time scheduling, preparing, and giving presentations, as well as maintaining the business.

Employment History
Current Registrations
Liberty Financial Planning, INC.
October 2010 - Present · 16 yrs
State Registrations1 state
MI
Advisor

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Exams
No exam information available for this advisor.
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