Firm
Davis Wealth Advisors
Bedford, New Hampshire
Fee-only
Davis Wealth Advisors at a glance
- One of 74 fee-only firms based in New Hampshire in the Wellspent graph.
- 4 advisors are listed here; 2 of 4 hold the CFP.
- Its Form ADV reports 6 employees and 87 individual clients, 72 of them high net worth.
- Its average account is about $354,000 (assets it manages divided by its 557 accounts).
Fee-only advisors in New Hampshire · What fee-only advisors charge in New Hampshire
Facts
| Based in | Bedford, New Hampshire |
|---|---|
| Website | daviswealthadvisors.net |
| [email protected] | |
| Phone | (603) 836-3477 |
Davis Wealth Advisors fees
Davis Wealth Advisors 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 | $197 million |
| Individual clients | 15 |
| High-net-worth clients | 72 |
| Accounts managed | 557 |
| Employees | 6 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-130754) |
| Financial planning | Offered |
| Form ADV filed | July 6, 2026 |
| SEC record | CRD 287736 |