# Stephanie Griebel

> Stephanie Griebel is a fee-only financial advisor at Davis Wealth Advisors in Andover, Massachusetts, who holds the CFP credential. Davis Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Davis Wealth Advisors
- **Based in:** Andover, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $197.1M across 557 accounts
- **Credentials:** CFP
- **CRD:** 5879108 (https://adviserinfo.sec.gov/individual/summary/5879108)
- **SEC registration:** Investment adviser representative in MA, NH
- **Exams passed:** Series 65 (2011)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.daviswealthadvisors.net

## Frequently asked questions

### Is Stephanie Griebel a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Stephanie 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 Stephanie charge for financial advice?

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

### Where is Stephanie Griebel based?

Stephanie Griebel is based in Andover, Massachusetts.

### What credentials does Stephanie Griebel hold?

Stephanie Griebel holds the CFP credential.

### Is Stephanie Griebel registered with the SEC?

Yes. Stephanie Griebel is registered as an investment adviser representative in MA and NH (CRD 5879108), 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 Stephanie Griebel?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5879108): 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.