Brian Davis
Destiny Wealth Partners · Tavares, Florida
Brian Davis is a fee-only financial advisor at Destiny Wealth Partners in Tavares, Florida. Destiny Wealth Partners reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Destiny Wealth Partners |
|---|---|
| Based in | Tavares, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $947.3M across 2,949 accounts |
| SEC registration | Investment adviser representative in FL · CRD 4075036 |
| Exams passed | Series 63 (2000) · Series 65 (2025) · Series 66 (2018) |
| Firm size | 26 employees |
| Disclosures | None reported |
| Website | destinyprivatetrust.com |
How Brian's firm compares
- Destiny Wealth Partners's average account is about $321,000, from its Form ADV (assets managed divided by 2,949 accounts).
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Questions about Brian
Is Brian Davis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Destiny Wealth 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, Destiny Wealth Partners, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Brian Davis based?
Brian Davis is based in Tavares, Florida.
Is Brian Davis registered with the SEC?
Yes. Brian Davis is registered as an investment adviser representative in FL (CRD 4075036), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Destiny Wealth Partners manage?
Destiny Wealth Partners reports $947.3M across 2,949 accounts in assets under management.
How do I contact Brian Davis?
Through Brian's website, destinyprivatetrust.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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