# Gregory Davis

> Gregory Davis is a fee-only financial advisor at RBG Wealth Advisors in Memphis, Tennessee, who holds the CFP credential. Gregory focuses on retirement planning, estate & legacy planning and tax planning. RBG Wealth Advisors reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** RBG Wealth Advisors
- **Based in:** Memphis, Tennessee
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $154.8M across 329 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **Works with:** Multi-generational families, Founders
- **CRD:** 6104801 (https://adviserinfo.sec.gov/individual/summary/6104801)
- **SEC registration:** Investment adviser representative in TN, TX
- **Exams passed:** Series 66 (2012)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://rbgwa.com

## Frequently asked questions

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

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

### How does Gregory charge for financial advice?

Gregory's firm, RBG Wealth Advisors, reports charging a percentage of assets on its SEC Form ADV.

### Where is Gregory Davis based?

Gregory Davis is based in Memphis, Tennessee.

### What does Gregory specialize in?

Gregory's specialties include retirement planning, estate & legacy planning and tax planning. Gregory works with multi-generational families and founders.

### What credentials does Gregory Davis hold?

Gregory Davis holds the CFP credential.

### Is Gregory Davis registered with the SEC?

Yes. Gregory Davis is registered as an investment adviser representative in TN and TX (CRD 6104801), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does RBG Wealth Advisors manage?

RBG Wealth Advisors reports $154.8M across 329 accounts in assets under management.

### How do I contact Gregory Davis?

Through Gregory's website, rbgwa.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6104801): 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://rbgwa.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.