Matthew Davis
Davis Financial Management, Inc. · Leawood, Kansas
Matthew Davis is a fee-only financial advisor at Davis Financial Management, Inc. in Leawood, Kansas, who holds the CFP and CPA/PFS credentials.
- $145M
- Firm assets managed
- $618,000
- Firm's average account
- 2003
- First securities exam
Who Matthew works with
- Executives
- Pre-retirees
How does Matthew's firm compare?
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Davis Financial Management, Inc.'s average account is about $618,000, from its Form ADV (assets managed divided by 234 accounts).
Questions about Matthew
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Davis Financial Management, Inc. |
|---|---|
| Based in | Leawood, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $144.6M across 234 accounts |
| Credentials | CFP · CPA/PFS |
| SEC registration | Investment adviser representative in HI, KS, TX · CRD 4638226 |
| Exams passed | Series 65 (2003) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | davisfinancialmanagement.com |
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Other fee-only advisors in Leawood
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Davis Financial Management, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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