Andrew Davis
Seamless Financial Planning · Littleton, Colorado
Andrew Davis is a fee-only financial advisor at Seamless Financial Planning in Littleton, Colorado, who holds the CFP credential. Seamless Financial Planning reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Andrew →
Facts
| Firm | Seamless Financial Planning |
|---|---|
| Based in | Littleton, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $9.1M across 21 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO · CRD 6256057 |
| Exams passed | Series 63 (2015) · Series 65 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Andrew's firm compares
- Seamless Financial Planning's average account is about $434,000, from its Form ADV (assets managed divided by 21 accounts).
Request an introduction to Andrew
Tell Andrew a little about what you're looking for. Andrew 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 Andrew
Is Andrew Davis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Seamless Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andrew charge for financial advice?
Andrew's firm, Seamless Financial Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Andrew Davis based?
Andrew Davis is based in Littleton, Colorado.
What credentials does Andrew Davis hold?
Andrew Davis holds the CFP credential.
Is Andrew Davis registered with the SEC?
Yes. Andrew Davis is registered as an investment adviser representative in CO (CRD 6256057), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Seamless Financial Planning manage?
Seamless Financial Planning reports $9.1M across 21 accounts in assets under management.
How do I contact Andrew Davis?
Contact details aren't on file yet. Search for Seamless Financial Planning.
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
- 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.