# Liberated Financial

> Liberated Financial is a state-registered investment advisory firm, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 20, 2026.

- CRD: 329965
- Filed as: LIBERATED FINANCIAL
- Legal name: Beckmann & Company, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Colorado
- Filing period: October 2026
- Form ADV filing dated: July 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/329965
- AdvisorCensus page: https://advisorcensus.com/firm/liberated-financial-329965

## Quick answers

**How is Liberated Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Liberated Financial reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is Liberated Financial registered with the SEC or a state?**
Liberated Financial is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 329965.

**How much does Liberated Financial manage?**
Liberated Financial reports $5,280,892 in regulatory assets under management in its Form ADV filing dated July 20, 2026 (100% discretionary).

**What types of clients does Liberated Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (24); high net worth individuals (3).

**Does Liberated Financial report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/329965

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $5,280,892
- Discretionary: $5,280,892
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 24 | $1,894,384 |
| High net worth individuals | 3 | $3,386,508 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- getliberatedfinancial.com
- LinkedIn @alliebeckmann

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Liberated Financial (CRD 329965): Form ADV filing data as of October 2026.