# Matthew Davis

> Matthew Davis is a fee-only financial advisor at Davis Financial Management, Inc. in Leawood, Kansas, who holds the CFP and CPA/PFS credentials. Davis Financial Management, Inc. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/matthew-davis/
Built from public directory listings; last checked October 28, 2026.

## Facts

- **Firm:** Davis Financial Management, Inc.
- **Based in:** Leawood, Kansas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $144.6M across 234 accounts
- **Credentials:** CFP, CPA/PFS
- **Works with:** Executives, Pre-retirees
- **CRD:** 4638226 (https://adviserinfo.sec.gov/individual/summary/4638226)
- **SEC registration:** Investment adviser representative in HI, KS, TX
- **Exams passed:** Series 65 (2003)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://davisfinancialmanagement.com

## Frequently asked questions

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

Yes. Matthew Davis is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Matthew's firm.

### How does Matthew Davis charge for financial advice?

Matthew's firm, Davis Financial Management, Inc., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Matthew Davis based?

Matthew Davis is based in Leawood, Kansas.

### What credentials does Matthew Davis hold?

Matthew Davis holds the CFP and CPA/PFS credentials.

### Is Matthew Davis registered with the SEC?

Yes. Matthew Davis is registered as an investment adviser representative in HI, KS and TX (CRD 4638226), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Davis Financial Management, Inc. manage?

Davis Financial Management, Inc. reports $144.6M across 234 accounts in assets under management.

### How do I contact Matthew Davis?

Through Matthew Davis's website, davisfinancialmanagement.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/5790): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (http://davisfinancialmanagement.com/): specialties, clients served, and fees, checked October 28, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.