# Michael Simcock

> Michael Simcock is a fee-only financial advisor at Liberty Atlantic Advisors in Florence, Texas, who holds the CFA credential. Michael focuses on cross-border (US / Canada), retirement planning and tax planning. Liberty Atlantic Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Liberty Atlantic Advisors
- **Based in:** Florence, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $185.8M across 443 accounts
- **Credentials:** CFA
- **Specialties:** Cross-border (US / Canada), Retirement planning, Tax planning
- **Works with:** Cross-border families, High earners
- **CRD:** 8345626 (https://adviserinfo.sec.gov/individual/summary/8345626)
- **SEC registration:** Investment adviser representative in TX
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://libertyatlantic.com/

## Frequently asked questions

### Is Michael Simcock a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Liberty Atlantic Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Michael charge for financial advice?

Michael's firm, Liberty Atlantic Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Michael Simcock based?

Michael Simcock is based in Florence, Texas.

### What does Michael specialize in?

Michael's specialties include cross-border (US / Canada), retirement planning and tax planning. Michael works with cross-border families and high earners.

### What credentials does Michael Simcock hold?

Michael Simcock holds the CFA credential.

### Is Michael Simcock registered with the SEC?

Yes. Michael Simcock is registered as an investment adviser representative in TX (CRD 8345626), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Liberty Atlantic Advisors manage?

Liberty Atlantic Advisors reports $185.8M across 443 accounts in assets under management.

### How do I contact Michael Simcock?

Through Michael's website, libertyatlantic.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8345626): 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://libertyatlantic.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.