Patrick Xavier
Davis Wealth Advisors · Cambridge, Massachusetts
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.
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Facts
| Firm | Davis Wealth Advisors |
|---|---|
| Based in | Cambridge, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $197.1M across 557 accounts |
| SEC registration | Investment adviser representative in MA, NH · CRD 8304633 |
| Exams passed | Series 65 (2026) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.daviswealthadvisors.net |
How Patrick'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 Patrick
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.
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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