# Melinda Davis

> Melinda Davis is a fee-only financial advisor at Davis Wealth Advisors in Bedford, New Hampshire, who holds the BS, CFP and CRPC credentials. Davis Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/melinda-davis/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Davis Wealth Advisors
- **Based in:** Bedford, New Hampshire
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $197.1M across 557 accounts
- **Credentials:** BS, CFP, CRPC, MS
- **Works with:** Founders, Executives
- **CRD:** 5089384 (https://adviserinfo.sec.gov/individual/summary/5089384)
- **SEC registration:** Investment adviser representative in MA, NH, TX
- **Exams passed:** Series 66 (2011)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://daviswealthadvisors.net

## Frequently asked questions

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

Yes. Melinda 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 Melinda's firm.

### How does Melinda charge for financial advice?

Melinda's firm, Davis Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Melinda Davis based?

Melinda Davis is based in Bedford, New Hampshire.

### What credentials does Melinda Davis hold?

Melinda Davis holds the BS, CFP, CRPC and MS credentials.

### Is Melinda Davis registered with the SEC?

Yes. Melinda Davis is registered as an investment adviser representative in MA, NH and TX (CRD 5089384), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Davis Wealth Advisors manage?

Davis Wealth Advisors reports $197.1M across 557 accounts in assets under management.

### How do I contact Melinda Davis?

Through Melinda's website, daviswealthadvisors.net.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/39676): 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 (https://www.daviswealthadvisors.net/): specialties, clients served, and fees, checked October 28, 2026

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