W Wellspent Public advisor graph
Wellspent public graph/Advisors/Stephen Davis
Advisor

Stephen Davis

Fairvoy Private Wealth · Birmingham, Alabama

Stephen Davis is a fee-only financial advisor at Fairvoy Private Wealth in Birmingham, Alabama, who holds the CFP and ChFC credentials. Fairvoy Private Wealth reports charging a percentage of assets on its Form ADV.

Percentage of assets Fee-only CFPChFC

Request an introduction to Stephen →

Facts

FirmFairvoy Private Wealth
Based in Birmingham, Alabama
Fee model (firm's Form ADV)Percentage of assets
Assets under management$605.1M across 1,269 accounts
CredentialsCFP · ChFC
SEC registration Investment adviser representative in AL, TX · CRD 3141831
Exams passedSeries 66 (1999)
Firm size8 employees
Disclosures None reported
Websitefairvoypw.com

How Stephen's firm compares

  • Fairvoy Private Wealth's average account is about $477,000, from its Form ADV (assets managed divided by 1,269 accounts).

What fee-only advisors charge in Alabama

Request an introduction to Stephen

Tell Stephen a little about what you're looking for. Stephen isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.

Questions about Stephen

Is Stephen Davis a fee-only financial advisor?

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

How does Stephen charge for financial advice?

Stephen's firm, Fairvoy Private Wealth, reports charging a percentage of assets on its SEC Form ADV.

Where is Stephen Davis based?

Stephen Davis is based in Birmingham, Alabama.

What credentials does Stephen Davis hold?

Stephen Davis holds the CFP and ChFC credentials.

Is Stephen Davis registered with the SEC?

Yes. Stephen Davis is registered as an investment adviser representative in AL and TX (CRD 3141831), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Fairvoy Private Wealth manage?

Fairvoy Private Wealth reports $605.1M across 1,269 accounts in assets under management.

How do I contact Stephen Davis?

Through Stephen's website, fairvoypw.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
  • 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.

See something wrong? Request a correction. Read our methodology.