Christopher Davidson
Proxy Wealth · Windermere, Florida
Christopher Davidson is a fee-only financial advisor at Proxy Wealth in Windermere, Florida. Christopher focuses on tax planning and small business owners. Proxy Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
Facts
| Firm | Proxy Wealth |
|---|---|
| Based in | Windermere, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $83.3M across 614 accounts |
| SEC registration | Investment adviser representative in TX · CRD 5641264 |
| Exams passed | Series 63 (2009) · Series 65 (2015) |
| Firm size | 25 employees |
| Disclosures | None reported |
| Website | www.proxywealth.com |
How Christopher's firm compares
- Proxy Wealth's average account is about $136,000, from its Form ADV (assets managed divided by 614 accounts).
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Questions about Christopher
Is Christopher Davidson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christopher holds no broker registration, and Proxy Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Christopher charge for financial advice?
Christopher's firm, Proxy Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Christopher Davidson based?
Christopher Davidson is based in Windermere, Florida.
What does Christopher specialize in?
Christopher's specialties include tax planning and small business owners. Christopher works with founders.
Is Christopher Davidson registered with the SEC?
Yes. Christopher Davidson is registered as an investment adviser representative in TX (CRD 5641264), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Proxy Wealth manage?
Proxy Wealth reports $83.3M across 614 accounts in assets under management.
How do I contact Christopher Davidson?
Through Christopher's website, www.proxywealth.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
- Proxy Wealth 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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