# Matthew Davis

> Matthew Davis is a fee-only financial advisor at Financial Planning for Generations in Encino, California, who holds the CFP credential. Matthew charges hourly fees and focuses on small business owners and family wealth transfer.

Page: https://find.wellspent.co/advisors/matthew-davis-5928051/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Financial Planning for Generations
- **Based in:** Encino, California
- **Fee model:** Hourly
- **Credentials:** CFP
- **Specialties:** Small business owners, Family wealth transfer
- **Works with:** Founders, Multi-generational families
- **CRD:** 5928051 (https://adviserinfo.sec.gov/individual/summary/5928051)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2011)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.fpgadvisors.com

## Frequently asked questions

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

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

### How does Matthew charge for financial advice?

Matthew charges hourly fees.

### Where is Matthew Davis based?

Matthew Davis is based in Encino, California.

### What does Matthew specialize in?

Matthew's specialties include small business owners and family wealth transfer. Matthew works with founders and multi-generational families.

### What credentials does Matthew Davis hold?

Matthew Davis holds the CFP credential.

### Is Matthew Davis registered with the SEC?

Yes. Matthew Davis is registered as an investment adviser representative in CA (CRD 5928051), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How do I contact Matthew Davis?

Through Matthew's website, www.fpgadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5928051): 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://www.fpgadvisors.com/): 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.