William McDavid
Flavin, Nooney & Person · Gainesville, Florida
William McDavid is a fee-only financial advisor at Flavin, Nooney & Person in Gainesville, Florida, who holds the PFS credential. William focuses on tax planning, retirement planning and estate & legacy planning. Flavin, Nooney & Person reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to William →
Specialties
Facts
| Firm | Flavin, Nooney & Person |
|---|---|
| Based in | Gainesville, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $205.0M across 459 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in FL, TX · CRD 4561243 |
| Exams passed | Series 65 (2004) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.flavincpa.com |
How William's firm compares
- Flavin, Nooney & Person's average account is about $447,000, from its Form ADV (assets managed divided by 459 accounts).
Request an introduction to William
Tell William a little about what you're looking for. William 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 William
Is William McDavid a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Flavin, Nooney & Person reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William's firm, Flavin, Nooney & Person, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is William McDavid based?
William McDavid is based in Gainesville, Florida.
What does William specialize in?
William's specialties include tax planning, retirement planning and estate & legacy planning.
What credentials does William McDavid hold?
William McDavid holds the PFS credential.
Is William McDavid registered with the SEC?
Yes. William McDavid is registered as an investment adviser representative in FL and TX (CRD 4561243), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Flavin, Nooney & Person manage?
Flavin, Nooney & Person reports $205.0M across 459 accounts in assets under management.
How do I contact William McDavid?
Through William's website, www.flavincpa.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
- Flavin, Nooney & Person website : specialties, clients served, and fees, checked October 30, 2026
- 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.