# Joshua Davis

> Joshua Davis is a fee-only financial advisor at Davis Private Wealth, LLC in Royal Palm Beach, Florida, who holds the CFP and MBA credentials. Joshua focuses on small business owners and retirement planning. Davis Private Wealth, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/joshua-davis/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Davis Private Wealth, LLC
- **Based in:** Royal Palm Beach, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $192.7M across 609 accounts
- **Credentials:** CFP, MBA
- **Specialties:** Small business owners, Retirement planning
- **Works with:** Founders, High earners, Retirees
- **CRD:** 5548317 (https://adviserinfo.sec.gov/individual/summary/5548317)
- **SEC registration:** Investment adviser representative in FL
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://davisprivatewealth.com

## Frequently asked questions

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

Yes. Joshua Davis is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Joshua's firm.

### How does Joshua charge for financial advice?

Joshua's firm, Davis Private Wealth, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Joshua Davis based?

Joshua Davis is based in Royal Palm Beach, Florida.

### What does Joshua specialize in?

Joshua's specialties include small business owners and retirement planning. Joshua works with founders, high earners and retirees.

### What credentials does Joshua Davis hold?

Joshua Davis holds the CFP and MBA credentials.

### Is Joshua Davis registered with the SEC?

Yes. Joshua Davis is registered as an investment adviser representative in FL (CRD 5548317), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Davis Private Wealth, LLC manage?

Davis Private Wealth, LLC reports $192.7M across 609 accounts in assets under management.

### How do I contact Joshua Davis?

Through Joshua's website, davisprivatewealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/44923): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://davisprivatewealth.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.