# Patrick Xavier

> Patrick Xavier is a fee-only financial advisor at Davis Wealth Advisors in Cambridge, Massachusetts. Davis Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/patrick-xavier/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Davis Wealth Advisors
- **Based in:** Cambridge, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $197.1M across 557 accounts
- **CRD:** 8304633 (https://adviserinfo.sec.gov/individual/summary/8304633)
- **SEC registration:** Investment adviser representative in MA, NH
- **Exams passed:** Series 65 (2026)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.daviswealthadvisors.net

## Frequently asked questions

### Is Patrick Xavier a fee-only financial advisor?

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

### How does Patrick charge for financial advice?

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

### Where is Patrick Xavier based?

Patrick Xavier is based in Cambridge, Massachusetts.

### Is Patrick Xavier registered with the SEC?

Yes. Patrick Xavier is registered as an investment adviser representative in MA and NH (CRD 8304633), per SEC Investment Adviser Public Disclosure data as of October 29, 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 Patrick Xavier?

Through Patrick's website, www.daviswealthadvisors.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8304633): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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