# John Davis

> John Davis is a fee-only financial advisor at JKD Financial in Springfield, Missouri, who holds the CFP and EA credentials. John charges a flat fee or retainer, hourly fees, a one-time planning fee and an ongoing planning fee (ongoing planning from $7,000 a year and one-time plans from $2,500) and focuses on flat-fee planning, retirement planning and tax planning.

Page: https://find.wellspent.co/advisors/john-davis/
Built from public directory listings; last checked October 28, 2026.

## Facts

- **Firm:** JKD Financial
- **Based in:** Springfield, Missouri
- **Fee model:** Flat fee or retainer; Hourly; One-time planning fee; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $7,000 a year; one-time plans from $2,500; $250 an hour
- **Assets under management (firm):** $25.8M across 31 accounts
- **Credentials:** CFP, EA
- **Specialties:** Flat-fee planning, Retirement planning, Tax planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 6739837 (https://adviserinfo.sec.gov/individual/summary/6739837)
- **SEC registration:** Investment adviser representative in MO, TX
- **Exams passed:** Series 66 (2018)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://jkdfinancial.com

## Frequently asked questions

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

Yes. John Davis is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by John's firm.

### How does John Davis charge for financial advice?

John Davis charges a flat fee or retainer, hourly fees, a one-time planning fee and an ongoing planning fee.

### How much does John Davis charge?

According to JKD Financial's website, checked October 28, 2026: ongoing planning from $7,000 a year; one-time plans from $2,500; $250 an hour.

### Where is John Davis based?

John Davis is based in Springfield, Missouri.

### What does John Davis specialize in?

John Davis's specialties include flat-fee planning, retirement planning and tax planning. John works with retirees and pre-retirees.

### What credentials does John Davis hold?

John Davis holds the CFP and EA credentials.

### Is John Davis registered with the SEC?

Yes. John Davis is registered as an investment adviser representative in MO and TX (CRD 6739837), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does JKD Financial manage?

JKD Financial reports $25.8M across 31 accounts in assets under management.

### How do I contact John Davis?

Through John Davis's website, jkdfinancial.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/john-davis-75389): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.jkdfinancial.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.