# Scott Davis

> Scott Davis is a fee-only financial advisor at Family Tree Wealth Advisors in Mt Juliet, Tennessee. Family Tree Wealth Advisors reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Family Tree Wealth Advisors
- **Based in:** Mt Juliet, Tennessee
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $12.4M across 63 accounts
- **CRD:** 4252596 (https://adviserinfo.sec.gov/individual/summary/4252596)
- **SEC registration:** Investment adviser representative in TN
- **Exams passed:** Series 63 (2000)
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record

## Frequently asked questions

### Is Scott Davis a fee-only financial advisor?

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

### How does Scott charge for financial advice?

Scott's firm, Family Tree Wealth Advisors, reports charging a percentage of assets on its SEC Form ADV.

### Where is Scott Davis based?

Scott Davis is based in Mt Juliet, Tennessee.

### Is Scott Davis registered with the SEC?

Yes. Scott Davis is registered as an investment adviser representative in TN (CRD 4252596), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Family Tree Wealth Advisors manage?

Family Tree Wealth Advisors reports $12.4M across 63 accounts in assets under management.

### How do I contact Scott Davis?

Contact details aren't on file yet. Search for Family Tree Wealth Advisors.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4252596): 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.