LBG Advisor
26yrs
Top 22% by experience in Irvine
LBG Advisor
Irvine, CA. Legal name: Liberty Benefits Group, LLC
About the firm
A registered investment advisory firm based in Irvine, California. It manages about $11.4 million for roughly 55 individual clients. Services include financial planning, investment management for individuals and small businesses, retirement plan consulting.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?$207,817
Assets under management ?$11.4 million
Individual clients55
Median years of experience23
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Advisors at LBG Advisor
2Advisors
23Median years of experience
1States with offices
–Offices
Also known as
Liberty Benefits Group, LLC
About LBG Advisor
How do I contact LBG Advisor?
Call the main office at (800) 484-0350. The main office is at 2030 Main Street, Suite 1300, Irvine, CA 92614.
How is LBG Advisor paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does LBG Advisor offer?
Financial planning, Investment management for individuals and small businesses, Retirement plan consulting.
How many advisors work at LBG Advisor?
We list 2 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.