Bethany Evans
Blue Ocean Capital · West Palm Beach, Florida
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.
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Specialties
Who they serve
- Multi-generational families
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 |
| Assets under management | $619.2M across 491 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 7963709 |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | blueoceancpa.com |
| Profile |
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Questions about Bethany
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Blue Ocean Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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