# Davis Gardner

> Davis Gardner is a fee-only financial advisor at Omega Wealth Management in Arlington, Virginia, who holds the CFP credential. Davis focuses on family wealth transfer, estate & legacy planning and real estate investors. Omega Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Omega Wealth Management
- **Based in:** Arlington, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $309.7M across 121 accounts
- **Credentials:** CFP
- **Specialties:** Family wealth transfer, Estate & legacy planning, Real estate investors, Small business owners
- **Works with:** Multi-generational families
- **CRD:** 6783878 (https://adviserinfo.sec.gov/individual/summary/6783878)
- **SEC registration:** Investment adviser representative in TX, VA
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://www.omegawealthmanagement.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Davis holds no broker registration, and Omega Wealth Management 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, Omega Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Davis Gardner based?

Davis Gardner is based in Arlington, Virginia.

### What does Davis specialize in?

Davis's specialties include family wealth transfer, estate & legacy planning, real estate investors and small business owners. Davis works with multi-generational families.

### What credentials does Davis Gardner hold?

Davis Gardner holds the CFP credential.

### Is Davis Gardner registered with the SEC?

Yes. Davis Gardner is registered as an investment adviser representative in TX and VA (CRD 6783878), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Omega Wealth Management manage?

Omega Wealth Management reports $309.7M across 121 accounts in assets under management.

### How do I contact Davis Gardner?

Through Davis's website, www.omegawealthmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6783878): 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://omegawealthmanagement.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.