John Davis
JKD Financial · Springfield, Missouri
John Davis is a fee-only financial advisor at JKD Financial in Springfield, Missouri, who holds the CFP and EA credentials.
- $7,000
- Ongoing planning, per year, from
- $2,500
- One-time plan, from
- $250
- Hourly rate
- $26M
- Firm assets managed
What John focuses on
Who John works with
- Retirees
- Pre-retirees
How does John's firm compare?
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Ongoing planning starts at $7,000 a year, above the Missouri median of $4,770 for fee-only firms that publish prices.
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A one-time plan starts at $2,500, above the Missouri median of $2,000 for fee-only firms that publish prices.
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The hourly rate is $250, below the US median of $300 for fee-only firms that publish prices.
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JKD Financial's average account is about $833,000, from its Form ADV (assets managed divided by 31 accounts).
Questions about John
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| 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 | $25.8M across 31 accounts |
| Credentials | CFP · EA |
| SEC registration | Investment adviser representative in MO, TX · CRD 6739837 |
| Exams passed | Series 66 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | jkdfinancial.com |
| Profile |
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Other fee-only advisors in Springfield
Other advisors in Missouri who focus on flat-fee planning
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- JKD Financial website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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