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Advisor

Brent Davidson

Finsym Partners · Seattle, Washington

Brent Davidson is a fee-only financial advisor at Finsym Partners in Seattle, Washington. Finsym Partners reports charging a percentage of assets and fixed fees on its Form ADV.

Percentage of assetsFixed fees Fee-only

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Facts

FirmFinsym Partners
Based in Seattle, Washington
Fee model (firm's Form ADV)Percentage of assets · Fixed fees
Assets under management$188.0M across 90 accounts
SEC registration Investment adviser representative in WA · CRD 6567928
Exams passedSeries 65 (2015)
Firm size3 employees
Disclosures None reported
Websitewww.finsymllc.com

How Brent's firm compares

  • Finsym Partners's average account is about $2.1 million, from its Form ADV (assets managed divided by 90 accounts).

What fee-only advisors charge in Washington

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Questions about Brent

Is Brent Davidson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brent holds no broker registration, and Finsym Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Brent charge for financial advice?

Brent's firm, Finsym Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

Where is Brent Davidson based?

Brent Davidson is based in Seattle, Washington.

Is Brent Davidson registered with the SEC?

Yes. Brent Davidson is registered as an investment adviser representative in WA (CRD 6567928), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Finsym Partners manage?

Finsym Partners reports $188.0M across 90 accounts in assets under management.

How do I contact Brent Davidson?

Through Brent's website, www.finsymllc.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
  • 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.

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