Robert Davis
Financial Compass · Eden Prairie, Minnesota
Robert Davis is a fee-only financial advisor at Financial Compass in Eden Prairie, Minnesota, who holds the CFP credential. Financial Compass reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Financial Compass |
|---|---|
| Based in | Eden Prairie, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $34.9M across 200 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN · CRD 2982973 |
| Exams passed | Series 63 (1997) · Series 66 (2005) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Robert's firm compares
- Financial Compass's average account is about $175,000, from its Form ADV (assets managed divided by 200 accounts).
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Questions about Robert
Is Robert Davis a fee-only financial advisor?
Yes. Robert Davis is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Robert's firm.
How does Robert charge for financial advice?
Robert's firm, Financial Compass, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert Davis based?
Robert Davis is based in Eden Prairie, Minnesota.
What credentials does Robert Davis hold?
Robert Davis holds the CFP credential.
Is Robert Davis registered with the SEC?
Yes. Robert Davis is registered as an investment adviser representative in MN (CRD 2982973), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Financial Compass manage?
Financial Compass reports $34.9M across 200 accounts in assets under management.
How do I contact Robert Davis?
Contact details aren't on file yet. Search for Financial Compass.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Minnesota
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- 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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