Gregory Davis
RBG Wealth Advisors · Memphis, Tennessee
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.
Request an introduction to Gregory →
Specialties
Who they serve
- Multi-generational families
- Founders
Facts
| Firm | RBG Wealth Advisors |
|---|---|
| Based in | Memphis, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $154.8M across 329 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TN, TX · CRD 6104801 |
| Exams passed | Series 66 (2012) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | rbgwa.com |
| Profile |
Request an introduction to Gregory
Tell Gregory a little about what you're looking for. Gregory isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Gregory
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.
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
- RBG Wealth Advisors 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.
See something wrong? Request a correction. Read our methodology.