# Casey Davis

> Casey Davis is a fee-only financial advisor at Landing Point Financial Group in Avon, Ohio. Landing Point Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/casey-davis/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Landing Point Financial Group
- **Based in:** Avon, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $381.3M across 1,792 accounts
- **CRD:** 5320645 (https://adviserinfo.sec.gov/individual/summary/5320645)
- **SEC registration:** Investment adviser representative in OH
- **Exams passed:** Series 65 (2024)
- **Firm size:** 28 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.landingpointfinancialgroup.com

## Frequently asked questions

### Is Casey Davis a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Casey holds no broker registration, and Landing Point Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Casey charge for financial advice?

Casey's firm, Landing Point Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Casey Davis based?

Casey Davis is based in Avon, Ohio.

### Is Casey Davis registered with the SEC?

Yes. Casey Davis is registered as an investment adviser representative in OH (CRD 5320645), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Landing Point Financial Group manage?

Landing Point Financial Group reports $381.3M across 1,792 accounts in assets under management.

### How do I contact Casey Davis?

Through Casey's website, www.landingpointfinancialgroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5320645): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.