Mallory Davis
MA Private Wealth · San Carlos, California
Mallory Davis is a fee-only financial advisor at MA Private Wealth in San Carlos, California, who holds the CFP credential. Mallory focuses on equity compensation, retirement planning and estate & legacy planning. MA Private Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Tech employees
Facts
| Firm | MA Private Wealth |
|---|---|
| Based in | San Carlos, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | Typically works with clients with $500,000 or more |
| Accepting new clients | Yes |
| Assets under management | $686.0M across 1,019 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 7738339 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.maprivatewealth.com |
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Questions about Mallory
Is Mallory Davis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mallory holds no broker registration, and MA Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mallory charge for financial advice?
Mallory's firm, MA Private Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Mallory charge?
According to MA Private Wealth's website, checked October 30, 2026: typically works with clients with $500,000 or more.
Where is Mallory Davis based?
Mallory Davis is based in San Carlos, California.
What does Mallory specialize in?
Mallory's specialties include equity compensation, retirement planning, estate & legacy planning and tax planning. Mallory works with tech employees.
What credentials does Mallory Davis hold?
Mallory Davis holds the CFP credential.
Is Mallory Davis registered with the SEC?
Yes. Mallory Davis is registered as an investment adviser representative in CA (CRD 7738339), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does MA Private Wealth manage?
MA Private Wealth reports $686.0M across 1,019 accounts in assets under management.
How do I contact Mallory Davis?
Through Mallory's website, www.maprivatewealth.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
- MA Private Wealth 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.
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