Terrance Davis
Terrance P Davis Cpa/pfs · St. Louis, Missouri
Terrance Davis is a fee-only financial advisor at Terrance P Davis Cpa/pfs in St. Louis, Missouri, who holds the PFS credential. Terrance P Davis Cpa/pfs reports charging hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Terrance P Davis Cpa/pfs |
|---|---|
| Based in | St. Louis, Missouri |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $91M across 45 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in MO · CRD 2307883 |
| Exams passed | Series 65 (1992) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Terrance's firm compares
- Terrance P Davis Cpa/pfs's average account is about $2.0 million, from its Form ADV (assets managed divided by 45 accounts).
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Questions about Terrance
Is Terrance Davis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Terrance holds no broker registration, and Terrance P Davis Cpa/pfs reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Terrance charge for financial advice?
Terrance's firm, Terrance P Davis Cpa/pfs, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Terrance Davis based?
Terrance Davis is based in St. Louis, Missouri.
What credentials does Terrance Davis hold?
Terrance Davis holds the PFS credential.
Is Terrance Davis registered with the SEC?
Yes. Terrance Davis is registered as an investment adviser representative in MO (CRD 2307883), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Terrance P Davis Cpa/pfs manage?
Terrance P Davis Cpa/pfs reports $91M across 45 accounts in assets under management.
How do I contact Terrance Davis?
Contact details aren't on file yet. Search for Terrance P Davis Cpa/pfs.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in St. Louis
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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