Davis Gardner
Omega Wealth Management · Arlington, Virginia
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.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Omega Wealth Management |
|---|---|
| Based in | Arlington, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $309.7M across 121 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, VA · CRD 6783878 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.omegawealthmanagement.com |
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Questions about Davis
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.
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
- Omega Wealth Management 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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