# Davis Bean

> Davis Bean is a fee-only financial advisor at Private Advisory Group in Draper, Utah. Davis focuses on tax planning, estate & legacy planning and founders (pre-exit). Private Advisory Group reports charging a percentage of assets and performance-based fees on its Form ADV.

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

## Facts

- **Firm:** Private Advisory Group
- **Based in:** Draper, Utah
- **Fee model (firm's Form ADV):** Percentage of assets; Performance-based fees
- **Assets under management (firm):** $2.14B across 3,217 accounts
- **Specialties:** Tax planning, Estate & legacy planning, Founders (pre-exit), Family wealth transfer
- **Works with:** Founders, Executives, Multi-generational families
- **CRD:** 7975281 (https://adviserinfo.sec.gov/individual/summary/7975281)
- **SEC registration:** Investment adviser representative in UT
- **Exams passed:** Series 65 (2024)
- **Firm size:** 31 employees
- **Disclosures:** None reported
- **Website:** https://privateadvisory.com

## Frequently asked questions

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

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

### How does Davis charge for financial advice?

Davis's firm, Private Advisory Group, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.

### Where is Davis Bean based?

Davis Bean is based in Draper, Utah.

### What does Davis specialize in?

Davis's specialties include tax planning, estate & legacy planning, founders (pre-exit) and family wealth transfer. Davis works with founders, executives and multi-generational families.

### Is Davis Bean registered with the SEC?

Yes. Davis Bean is registered as an investment adviser representative in UT (CRD 7975281), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Private Advisory Group manage?

Private Advisory Group reports $2.14B across 3,217 accounts in assets under management.

### How do I contact Davis Bean?

Through Davis's website, privateadvisory.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7975281): 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.privateadvisory.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.