Michael Simcock
Liberty Atlantic Advisors · Florence, Texas
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.
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Specialties
Who they serve
- Cross-border families
- High earners
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 |
| Assets under management | $185.8M across 443 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in TX · CRD 8345626 |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | libertyatlantic.com |
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Questions about Michael
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.
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
- Liberty Atlantic Advisors 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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