Davis Financial Management, Inc. at a glance
- One of 98 fee-only firms based in Kansas in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 56 individual clients, 51 of them high net worth.
- Its average account is about $618,000 (assets it manages divided by its 234 accounts).
Fee-only advisors in Kansas · What fee-only advisors charge in Kansas
Facts
| Based in | Leawood, Kansas |
|---|---|
| Website | davisfinancialmanagement.com |
| [email protected] | |
| Phone | (913) 890-7279 |
Questions about Davis Financial Management, Inc.
How is Davis Financial Management, Inc. paid?
Davis Financial Management, Inc.'s Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Davis Financial Management, Inc. have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Davis Financial Management, Inc..
What is the average account at Davis Financial Management, Inc.?
Davis Financial Management, Inc.'s average account is about $618,000. That's the assets on its Form ADV divided by its 234 accounts.
Davis Financial Management, Inc. fees
Davis Financial Management, Inc. doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $145 million |
| Individual clients | 5 |
| High-net-worth clients | 51 |
| Accounts managed | 234 |
| Employees | 1 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-129578) |
| Financial planning | Offered |
| Form ADV filed | March 26, 2026 |
| SEC record | CRD 143410 |