Advisor at Butler-Davis Financial Group, LLC
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Firm
Butler-Davis Financial Group, LLC
Location
Covington, GA 30014
Credentials
Series 63, Series 65
Industry experience
14 years
J Davis is a financial advisor at Butler-Davis Financial Group, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Avantax Investment Services and HD Vest Investment Services. Davis is also the chief operating officer of Butler-Davis Tax & Accounting LLC, where he spends most of his professional time. Butler-Davis Financial Group, LLC provides asset management, financial planning, and retirement-plan services to individual investors, plan sponsors, and institutional clients. The firm employs a value-oriented, long-term investment approach using mutual funds and ETFs, offers fiduciary consulting and discretionary management for retirement plans, and provides educational seminars and workshops.
Based on Butler-Davis Financial Group, LLC
Based on Butler-Davis Financial Group, LLC
$0 - $49,999: 1.75% $50,000 - $199,999: 1.50% $200,000 - $499,999: 1.25% $500,000 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.90% $2,000,000 - $2,999,999: 0.80% $3,000,000 - $3,999,999: 0.70% $4,000,000 - $4,999,999: 0.60% $5,000,000+: 0.50%
$250 per hour for financial planning services for non-asset management clients
Minimum fee: Minimum fee generally charged for financial planning services provided on an hourly basis is $250 Fee-only: Financial planning services for non-asset management clients charged at $250 per hour
1123 Elm St Ne
Covington, GA 30014
Georgia
Butler-Davis Financial Group, LLC
2022 - Present (4 years)
Butler-Davis Financial Group, LLC
2021 - Present (5 years)
Avantax Investment Services, INC.
2018 - 2022 (4 years)
Avantax Insurance Agency, Llc
2018 - 2022 (4 years)
Butler-Davis Tax & Accounting LLC
2016 - Present (10 years)
Hd Vest Investment Services
2014 - 2017 (3 years)
Aaron's
2013 - 2016 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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