Kevin Davidson
DW Financial · Anaheim, California
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.
Request an introduction to Kevin →
Specialties
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 | $48.0M across 103 accounts |
| SEC registration | Investment adviser representative in CA · CRD 2153729 |
| Exams passed | Series 63 (1998) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | dwfinancialinc.com |
How Kevin's firm compares
- The hourly rate is $225, below the California median of $300 for fee-only firms that publish prices.
- DW Financial's average account is about $466,000, from its Form ADV (assets managed divided by 103 accounts).
Request an introduction to Kevin
Tell Kevin a little about what you're looking for. Kevin isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Kevin
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- DW Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.