Mike Davis
Legs Financial · Greensboro, North Carolina
Mike Davis is a fee-only financial advisor at Legs Financial in Greensboro, North Carolina, who holds the CFP credential. Mike charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee (ongoing planning from $7,200 a year and one-time plans from $3,600) and focuses on flat-fee planning, retirement planning and tax planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Legs Financial |
|---|---|
| Based in | Greensboro, North Carolina |
| Fee model | Flat fee or retainer · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $7,200 a year · One-time plans from $3,600 · No asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $1.2M across 1 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 5288100 |
| Exams passed | Series 63 (2007) · Series 66 (2023) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | legsfinancial.com |
| Profile |
How Mike's firm compares
- Ongoing planning starts at $7,200 a year, above the North Carolina median of $4,500 for fee-only firms that publish prices.
- A one-time plan starts at $3,600, above the North Carolina median of $1,950 for fee-only firms that publish prices.
- Legs Financial's average account is about $1.2 million, from its Form ADV (assets managed divided by 1 accounts).
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Questions about Mike
Is Mike Davis a fee-only financial advisor?
Yes. Mike Davis is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Mike's firm.
How does Mike charge for financial advice?
Mike charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee.
How much does Mike charge?
According to Legs Financial's website, checked October 28, 2026: ongoing planning from $7,200 a year; one-time plans from $3,600; no asset minimum.
Does Mike work with clients virtually?
Yes. Legs Financial says on its website that it works with clients remotely.
Where is Mike Davis based?
Mike Davis is based in Greensboro, North Carolina.
What does Mike specialize in?
Mike's specialties include flat-fee planning, retirement planning, tax planning, estate & legacy planning and family wealth transfer. Mike works with retirees and pre-retirees.
What credentials does Mike Davis hold?
Mike Davis holds the CFP credential.
Is Mike Davis registered with the SEC?
Yes. Mike Davis is registered as an investment adviser representative in NC (CRD 5288100), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Legs Financial manage?
Legs Financial reports $1.2M across 1 accounts in assets under management.
How do I contact Mike Davis?
Through Mike's website, legsfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Legs Financial 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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