Scott Evans
Liberty Atlantic Advisors · Princeton, Texas
Scott Evans is a fee-only financial advisor at Liberty Atlantic Advisors in Princeton, Texas, who holds the CFP and CFA 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.
Request an introduction to Scott →
Specialties
Who they serve
- Cross-border families
- High earners
Facts
| Firm | Liberty Atlantic Advisors |
|---|---|
| Based in | Princeton, 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 | CFP · CFA |
| SEC registration | Investment adviser representative in CA, TX · CRD 3092973 |
| Exams passed | Series 63 (2004) · Series 65 (2007) · Series 66 (2016) |
| Firm size | 8 employees |
| Disclosures | Reported; see the SEC record |
| Website | libertyatlantic.com |
| Profile |
Request an introduction to Scott
Tell Scott a little about what you're looking for. Scott isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Scott
Is Scott Evans 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 Evans based?
Scott Evans is based in Princeton, 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 Evans hold?
Scott Evans holds the CFP and CFA credentials.
Is Scott Evans registered with the SEC?
Yes. Scott Evans is registered as an investment adviser representative in CA and TX (CRD 3092973), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
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 Evans?
Through Scott'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.
See something wrong? Request a correction. Read our methodology.