Brian Davet
R & J Financial Partners · Winchester, Virginia
Brian Davet is a fee-only financial advisor at R & J Financial Partners in Winchester, Virginia, who holds the PFS credential. Brian focuses on tax planning. R & J Financial Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | R & J Financial Partners |
|---|---|
| Based in | Winchester, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $64.3M across 86 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in VA · CRD 5874870 |
| Exams passed | Series 65 (2011) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.rjfinancialpartners.com |
| Profile |
How Brian's firm compares
- R & J Financial Partners's average account is about $747,000, from its Form ADV (assets managed divided by 86 accounts).
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Questions about Brian
Is Brian Davet a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and R & J Financial Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, R & J Financial Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brian Davet based?
Brian Davet is based in Winchester, Virginia.
What does Brian specialize in?
Brian's specialties include tax planning.
What credentials does Brian Davet hold?
Brian Davet holds the PFS credential.
Is Brian Davet registered with the SEC?
Yes. Brian Davet is registered as an investment adviser representative in VA (CRD 5874870), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does R & J Financial Partners manage?
R & J Financial Partners reports $64.3M across 86 accounts in assets under management.
How do I contact Brian Davet?
Through Brian's website, www.rjfinancialpartners.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
- R & J Financial Partners 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.
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