# Kevin Davidson

> Kevin Davidson is a fee-only financial advisor at DW Financial in Anaheim, California. Kevin charges a percentage of assets and hourly fees ($225 an hour and 0.75%–1.95% a year of assets managed) and focuses on tax planning and estate & legacy planning.

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

## Facts

- **Firm:** DW Financial
- **Based in:** Anaheim, California
- **Fee model:** Percentage of assets; Hourly
- **Fees (firm's website):** $225 an hour; 0.75%–1.95% a year of assets managed
- **Assets under management (firm):** $48.0M across 103 accounts
- **Specialties:** Tax planning, Estate & legacy planning
- **CRD:** 2153729 (https://adviserinfo.sec.gov/individual/summary/2153729)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (1998)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://dwfinancialinc.com

## Frequently asked questions

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

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

### How does Kevin charge for financial advice?

Kevin charges a percentage of assets and hourly fees.

### How much does Kevin charge?

According to DW Financial's website, checked October 30, 2026: $225 an hour; 0.75%–1.95% a year of assets managed.

### Where is Kevin Davidson based?

Kevin Davidson is based in Anaheim, California.

### What does Kevin specialize in?

Kevin's specialties include tax planning and estate & legacy planning.

### Is Kevin Davidson registered with the SEC?

Yes. Kevin Davidson is registered as an investment adviser representative in CA (CRD 2153729), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does DW Financial manage?

DW Financial reports $48.0M across 103 accounts in assets under management.

### How do I contact Kevin Davidson?

Through Kevin's website, dwfinancialinc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2153729): 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 (http://dwfinancialinc.com/;jsessionid=0BA1CA07F2FA2F1216F19C11F1294AA3.v5-web018): 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.