# Scott Beasley

> Scott Beasley is a fee-only financial advisor at Liberty Atlantic Advisors in Valencia, Texas, who holds the CFP and ChFC credentials. Scott 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/scott-beasley/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Liberty Atlantic Advisors
- **Based in:** Valencia, 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:** CFP, ChFC
- **Specialties:** Cross-border (US / Canada), Retirement planning, Tax planning
- **Works with:** Cross-border families, High earners
- **CRD:** 7082500 (https://adviserinfo.sec.gov/individual/summary/7082500)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (2019)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://libertyatlantic.com/

## Frequently asked questions

### Is Scott Beasley a fee-only financial advisor?

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

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

### Where is Scott Beasley based?

Scott Beasley is based in Valencia, Texas.

### What does Scott specialize in?

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

### What credentials does Scott Beasley hold?

Scott Beasley holds the CFP and ChFC credentials.

### Is Scott Beasley registered with the SEC?

Yes. Scott Beasley is registered as an investment adviser representative in TX (CRD 7082500), 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 Scott Beasley?

Through Scott's website, libertyatlantic.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7082500): 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.