Richard Davey
Fiduciary Financial Group · San Rafael, California
Richard Davey is a fee-only financial advisor at Fiduciary Financial Group in San Rafael, California, who holds the CFP credential. Richard focuses on equity compensation, estate & legacy planning and tax planning. Fiduciary Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Executives
- Tech employees
- Founders
Facts
| Firm | Fiduciary Financial Group |
|---|---|
| Based in | San Rafael, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $1.12B across 1,607 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in ID, TX · CRD 6009302 |
| Exams passed | Series 66 (2012) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.ffgwealth.com |
| Profile |
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Questions about Richard
Is Richard Davey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Fiduciary Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Richard charge for financial advice?
Richard's firm, Fiduciary Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Does Richard work with clients virtually?
Yes. Fiduciary Financial Group says on its website that it works with clients remotely.
Where is Richard Davey based?
Richard Davey is based in San Rafael, California.
What does Richard specialize in?
Richard's specialties include equity compensation, estate & legacy planning, tax planning and small business owners. Richard works with retirees, executives, tech employees and founders.
What credentials does Richard Davey hold?
Richard Davey holds the CFP credential.
Is Richard Davey registered with the SEC?
Yes. Richard Davey is registered as an investment adviser representative in ID and TX (CRD 6009302), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fiduciary Financial Group manage?
Fiduciary Financial Group reports $1.12B across 1,607 accounts in assets under management.
How do I contact Richard Davey?
Through Richard's website, www.ffgwealth.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
- Fiduciary Financial Group website : specialties, clients served, and fees, checked October 30, 2026
- 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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