Stephanie Griebel
Davis Wealth Advisors · Andover, Massachusetts
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.
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Facts
| Firm | Davis Wealth Advisors |
|---|---|
| Based in | Andover, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $197.1M across 557 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA, NH · CRD 5879108 |
| Exams passed | Series 65 (2011) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.daviswealthadvisors.net |
How Stephanie'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 Stephanie
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.
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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