# Bethany Evans

> Bethany Evans is a fee-only financial advisor at Blue Ocean Capital in West Palm Beach, Florida, who holds the CFP credential. Bethany focuses on tax planning, estate & legacy planning and family wealth transfer. Blue Ocean Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/bethany-evans/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Blue Ocean Capital
- **Based in:** West Palm Beach, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $619.2M across 491 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Estate & legacy planning, Family wealth transfer, Small business owners
- **Works with:** Multi-generational families
- **CRD:** 7963709 (https://adviserinfo.sec.gov/individual/summary/7963709)
- **SEC registration:** Investment adviser representative in FL
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** http://blueoceancpa.com

## Frequently asked questions

### Is Bethany Evans a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Bethany holds no broker registration, and Blue Ocean Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Bethany charge for financial advice?

Bethany's firm, Blue Ocean Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Bethany Evans based?

Bethany Evans is based in West Palm Beach, Florida.

### What does Bethany specialize in?

Bethany's specialties include tax planning, estate & legacy planning, family wealth transfer and small business owners. Bethany works with multi-generational families.

### What credentials does Bethany Evans hold?

Bethany Evans holds the CFP credential.

### Is Bethany Evans registered with the SEC?

Yes. Bethany Evans is registered as an investment adviser representative in FL (CRD 7963709), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Blue Ocean Capital manage?

Blue Ocean Capital reports $619.2M across 491 accounts in assets under management.

### How do I contact Bethany Evans?

Through Bethany's website, blueoceancpa.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7963709): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.blueoceancpa.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.