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Advisor

Michael Davis

True Private Wealth Advisors · Salem, Oregon

Michael Davis is a fee-only financial advisor at True Private Wealth Advisors in Salem, Oregon. True Private Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only

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Facts

FirmTrue Private Wealth Advisors
Based in Salem, Oregon
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$1.43B across 1,592 accounts
SEC registration Investment adviser representative in LA, OR · CRD 2289138
Exams passedSeries 63 (1992)
Firm size22 employees
Disclosures None reported
Websitewww.stevebinnsgroup.com
LinkedInProfile

How Michael's firm compares

  • True Private Wealth Advisors's average account is about $896,000, from its Form ADV (assets managed divided by 1,592 accounts).

What fee-only advisors charge in Oregon

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Questions about Michael

Is Michael Davis a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and True Private Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Michael charge for financial advice?

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

Where is Michael Davis based?

Michael Davis is based in Salem, Oregon.

Is Michael Davis registered with the SEC?

Yes. Michael Davis is registered as an investment adviser representative in LA and OR (CRD 2289138), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does True Private Wealth Advisors manage?

True Private Wealth Advisors reports $1.43B across 1,592 accounts in assets under management.

How do I contact Michael Davis?

Through Michael's website, www.stevebinnsgroup.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
  • 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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