Davis Barry
Advisor at Enriched Advice
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Davis Barry is a CFP® professional with one year of industry experience, currently serving as an advisor at Enriched Advice. Prior to joining Enriched Advice, he worked at Agili, P.C. for ten years. Enriched Advice is a boutique investment management firm that provides discretionary investment management, wealth management, and financial planning services to individual clients, including high-net-worth individuals. The firm employs a Modern Portfolio Theory-based approach that combines passive and active strategies within an asset-allocation framework and offers both ongoing and project-based financial planning.
Expertise
Based on Enriched Advice
Wealth management
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Fixed fees for Project-Based Financial Planning range from $1,250 to $15,000; Ongoing Financial Planning fixed fees from $950 to $10,000
$0 - $2,500,000: 0.90% $2,500,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001 - $20,000,000: 0.35% $20,000,001+: 0.25%
$250 per hour for Project-Based Financial Planning
Account minimum: $450,000 (may be reduced or waived by advisor) Minimum fee: $9,000 annually minimum for Wealth Management and Investment Management services (may be reduced) Fee-only: Financial planning fees: Ongoing Financial Planning initial fee $950-$10,000; recurring fees $950-$10,000 (monthly/quarterly, fixed); Project-Based Financial Planning fees $1,250-$15,000 fixed or $250/hour
Location
Richmond, VA
Most active in
Davis B has reported serving >5 clients in these states in the last 12 months.
Virginia
Work history
Enriched Advice, LLC
2024 - Present (2 years)
Agili, P.C.
2014 - 2024 (10 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Jb B
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Richmond, VA
J. B. Bryan Financial Group, Inc.
Stephen T
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Flatiron Wealth Advisors, LLC
John H
CFP®, Series 66
Moseley, VA
Swift Creek Wealth Management
Bradley C
Series 65
Midlothian, VA
Carnahan Capital Management, LLC
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