Matthew Davis
Financial Planning for Generations · Encino, California
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.
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Specialties
Who they serve
- Founders
- Multi-generational families
Facts
| Firm | Financial Planning for Generations |
|---|---|
| Based in | Encino, California |
| Fee model | Hourly |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 5928051 |
| Exams passed | Series 65 (2011) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.fpgadvisors.com |
| Profile |
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Questions about Matthew
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.
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
- Financial Planning for Generations 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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