# Harold Davidson

> Harold Davidson is a fee-only financial advisor at Harold Davidson & Associates in Los Angeles, California. Harold focuses on retirement planning, estate & legacy planning and tax planning. Harold Davidson & Associates reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Harold Davidson & Associates
- **Based in:** Los Angeles, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $390.5M across 423 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **CRD:** 4405926 (https://adviserinfo.sec.gov/individual/summary/4405926)
- **SEC registration:** Investment adviser representative in CA, LA
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://www.hdainvest.com/

## Frequently asked questions

### Is Harold Davidson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Harold holds no broker registration, and Harold Davidson & Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Harold charge for financial advice?

Harold's firm, Harold Davidson & Associates, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Harold Davidson based?

Harold Davidson is based in Los Angeles, California.

### What does Harold specialize in?

Harold's specialties include retirement planning, estate & legacy planning and tax planning.

### Is Harold Davidson registered with the SEC?

Yes. Harold Davidson is registered as an investment adviser representative in CA and LA (CRD 4405926), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Harold Davidson & Associates manage?

Harold Davidson & Associates reports $390.5M across 423 accounts in assets under management.

### How do I contact Harold Davidson?

Through Harold's website, www.hdainvest.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4405926): 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://hdainvest.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.