Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, ChFC®, Series 63
Experience Industry experience
6 years
Location
Remote
Liberty Atlantic Advisors
Team
Total advisors
7Clients per advisor
20 Very LowAvg AUM per client
$1,337,520 HighHNW client ratio
45% HighScott Beasley is a CFP® and ChFC® with six years of industry experience. He is currently with Liberty Atlantic Advisors, where he has worked for one year. His prior experience includes roles at Northwestern Mutual Wealth Management Company and related affiliates. Beasley also has experience outside of financial services, including roles at First Presbyterian Church and CrossFit Knoxville. Liberty Atlantic Advisors is a team-based SEC-registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management, financial planning, and sub-advisory services. The firm’s investment approach emphasizes fundamental analysis and long-term portfolio construction with diversified allocations tailored to special situations.
Based on Liberty Atlantic Advisors
Based on Liberty Atlantic Advisors
Flat fees typically range from $1,000 to $4,500 per month, charged in arrears
$0 - $500,000: 1.45% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.70% Above $10,000,000+: Negotiable
$500/hour for standalone financial planning services, charged monthly in arrears
Account minimum: $700,000 Fee-only: Hourly rate of $500 for standalone financial planning services, charged monthly in arrears
Texas
6 years of industry experience
Liberty Atlantic Advisors
2026 - Present • 1 year
Florence
Unemployed
2025 - 2026 • 1 year
Valencia
Northwestern Mutual Wealth Management Company
2025 - 2025 • 1 year
Milwaukee, WI
Nicolas Pakler
2025 - 2025 • 1 year
Manchester, NH
First Presbyterian Church
2021 - 2025 • 4 years
Knoxville, TN
Northwestern Mutual Wealth Management Company
2019 - 2024 • 5 years
Milwaukee, WI
Northwestern Mutual Investment Services LLC
2019 - 2024 • 5 years
Knoxville, TN
Northwestern Mutual Life Insurance Company
2019 - 2025 • 6 years
Milwaukee, WI
Health Shoppe
2016 - 2019 • 3 years
Knoxville, TN
CrossFit Knoxville
2014 - 2019 • 5 years
Knoxville, TN
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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