# Charles Davis

> Charles Davis is a fee-only financial advisor at Hapanowicz in Pittsburgh, Pennsylvania. Charles focuses on equity compensation, tax planning and estate & legacy planning. Hapanowicz reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/charles-davis-6916220/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Hapanowicz
- **Based in:** Pittsburgh, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets
- **Fees (firm's website):** one-time plans from $297
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $622.3M across 1,016 accounts
- **Specialties:** Equity compensation, Tax planning, Estate & legacy planning
- **CRD:** 6916220 (https://adviserinfo.sec.gov/individual/summary/6916220)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 66 (2018)
- **Firm size:** 13 employees
- **Disclosures:** None reported
- **Website:** https://www.hapfinancial.com

## Frequently asked questions

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

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

### How does Charles charge for financial advice?

Charles's firm, Hapanowicz, reports charging a percentage of assets on its SEC Form ADV.

### How much does Charles charge?

According to Hapanowicz's website, checked October 30, 2026: one-time plans from $297.

### Does Charles work with clients virtually?

Yes. Hapanowicz says on its website that it works with clients remotely.

### Where is Charles Davis based?

Charles Davis is based in Pittsburgh, Pennsylvania.

### What does Charles specialize in?

Charles's specialties include equity compensation, tax planning and estate & legacy planning.

### Is Charles Davis registered with the SEC?

Yes. Charles Davis is registered as an investment adviser representative in PA (CRD 6916220), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Hapanowicz manage?

Hapanowicz reports $622.3M across 1,016 accounts in assets under management.

### How do I contact Charles Davis?

Through Charles's website, www.hapfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6916220): 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
- The firm's website (https://www.hapfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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