Melinda Davis
Davis Wealth Advisors · Bedford, New Hampshire
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.
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Who they serve
- Founders
- Executives
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 |
| Assets under management | $197.1M across 557 accounts |
| Credentials | BS · CFP · CRPC · MS |
| SEC registration | Investment adviser representative in MA, NH, TX · CRD 5089384 |
| Exams passed | Series 66 (2011) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | daviswealthadvisors.net |
| Profile |
How Melinda's firm compares
- Davis Wealth Advisors's average account is about $354,000, from its Form ADV (assets managed divided by 557 accounts).
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Questions about Melinda
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Davis Wealth Advisors 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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