# Ricardo Jesus

> Ricardo Jesus is a fee-only financial advisor at Liberty Atlantic Advisors in Conceição, Texas. Ricardo 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/ricardo-jesus/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Liberty Atlantic Advisors
- **Based in:** Conceição, 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
- **Specialties:** Cross-border (US / Canada), Retirement planning, Tax planning
- **Works with:** Cross-border families, High earners
- **CRD:** 7812149 (https://adviserinfo.sec.gov/individual/summary/7812149)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 65 (2023)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://libertyatlantic.com/

## Frequently asked questions

### Is Ricardo Jesus a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Ricardo 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 Ricardo charge for financial advice?

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

### Where is Ricardo Jesus based?

Ricardo Jesus is based in Conceição, Texas.

### What does Ricardo specialize in?

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

### Is Ricardo Jesus registered with the SEC?

Yes. Ricardo Jesus is registered as an investment adviser representative in CA and TX (CRD 7812149), 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 Ricardo Jesus?

Through Ricardo's website, libertyatlantic.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7812149): 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

---

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