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BBB Accredited Business since

Libertas Wealth Management Group

Phone: (614) 543-1350 Fax: (614) 734-7266 5003 Horizons Dr  Ste 200, Columbus, OH 43220 View Additional Email Addresses http://www.libertaswealthmanagement.com



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Description

We are a Fee-Only Registered Investment Advisory (RIA) firm, which means we are not an insurance company and we do not sell products to our clients.  The fiduciary standard we're held to requires that we make decisions that are in the best interest of our client, acting as your advocate, even if it means earning less revenue for our firm.  We offer financial planning, wealth management and retirement planning to individuals.  We also work with companies as advisors to their 401K & 403B retirement plans.


BBB Accreditation

A BBB Accredited Business since

BBB has determined that Libertas Wealth Management Group meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.

BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.


Reason for Rating

BBB rating is based on 13 factors. Get the details about the factors considered.

Factors that raised the rating for Libertas Wealth Management Group include:

  • Length of time business has been operating
  • No complaints filed with BBB

Industry Ratings Comparison | Chart


Customer Complaints Summary

0 complaints closed with BBB in last 3 years | 0 closed in last 12 months
Complaint Type Total Closed Complaints
Advertising/Sales Issues 0
Billing/Collection Issues 0
Delivery Issues 0
Guarantee/Warranty Issues 0
Problems with Product/Service 0
Total Closed Complaints 0

Customer Reviews Summary Read customer reviews

1 Customer Review on Libertas Wealth Management Group
Customer Experience Total Customer Reviews
Positive Experience 0
Neutral Experience 0
Negative Experience 1
Total Customer Reviews 1

Additional Information

BBB file opened: April 26, 2010 Business started: 11/01/2004 in OH Business incorporated 04/29/2005 in OH
Licensing, Bonding or Registration

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

These agencies may include:

Ohio Department of Insurance
50 W. Town St. Third Floor - Suite 300, Columbus OH 43215
http://www.insurance.ohio.gov
Phone Number: (614) 644-2658
On 10/29/2015 BBB confirmed that the license from Ohio Department of Insurance expired.

Type of Entity

Corporation

Business Management
Mr. Adam D. Koos, President
Contact Information
Principal: Mr. Adam D. Koos, President
Business Category

Retirement Planning Service Estate Planning & Management Financial Planning Consultants Investment Advisory Service

Method(s) of Payment
Fee-Only
Refund and Exchange Policy
N/A

Customer Review Rating plus BBB Rating Summary

Libertas Wealth Management Group has received 3.68 out of 5 stars based on 1 Customer Reviews and a BBB Rating of A+.

BBB Customer Review Rating plus BBB Rating Overview
Industry Ratings Comparison Chart X
Same Relative Size   All Businesses
The information in the chart below represents an industry ratings comparison of businesses which are of the same relative size or for all businesses (see toggle). This is based on BBB's database of businesses located in 21 Counties in Central Ohio. Businesses may engage in more than one type of business.
X

BBB Customer Review Rating plus BBB Rating Overview


BBB Customer Reviews Rating represents the customers opinions of the business. The Customer Review Rating is based on the number of positive, neutral and negative customer reviews posted that are calculated to produce a score.

Customer Review Experience Value
Positive Review 5 points per review
Neutral Review 3 points per review
Negative Review 1 point per review

BBB letter grades represent the BBB's opinion of the business. The BBB grade is based on BBB file information about the business. In some cases, a business' grade may be lowered if the BBB does not have sufficient information about the business despite BBB requests for that information from the business.
Details

BBB Letter Grade Scale

BBB Rating Value
A+ 5
A 4.66
A- 4.33
B+ 4
B 3.66
B- 3.33
C+ 3
C 2.66
C- 2.33
D+ 2
D 1.66
D- 1.33
F 1
NR -----
Star Rating scale

  Average Score
5 stars 5.00
4.5 stars 4.50-4.99
4 stars 4.00-4.49
3.5 stars 3.50-3.99
3 stars 3.00-3.49
2.5 stars 2.50-2.99
2 stars 2.00-2.49
1.5 stars 1.50-1.99
1 star 0-1.49

BBB Customer Review Rating plus BBB Rating is not a guarantee of a business' reliability or performance, and BBB recommends that consumers consider a business' BBB Rating and Customer Review Rating in addition to all other available information about the business. If the BBB Rating is NR then only Customer Reviews are used for the Star Rating.