John Davis
Advisor at NRG Wealth Management
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.
Advisor at NRG Wealth Management
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.
Location
Oro Valley, AZ 85737
Credentials
CFP®, Series 63, Series 65
Industry experience
31 years
John Davis is a CFP® professional with 30 years of experience in the financial advisory industry. He has been with NRG Wealth Management since 2003 and previously worked at LPL Financial LLC and United Capital Financial Advisers, LLC. Outside of his advisory role, he is an author who maintains a book, related classes, and a blog. NRG Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and modular financial guidance, employing a Blueprint process and a core-and-satellite investment approach tailored to each client’s goals and circumstances.
Minimum fixed fee for financial guidance is $2,500.
<$30,000 - $29,999: $360 minimum fee $30,000 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.15% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.75% $10,000,001 - And Up: Negotiable
Hourly fee for financial guidance at $450 per hour.
Account minimum: No minimum account size required, but each service has a minimum fee which may be waived at NRG's discretion Minimum fee: Minimum fees apply for each service; e.g., $360 minimum for portfolio management under $30,000 assets. Fee-only: Financial guidance fees can be hourly ($450/hour), fixed fee (minimum $2,500), or percentage of assets under advisement with tiers starting at $10,000 minimum fee for < $3,500,000 AUA, 0.30% for $3,500,000–$5,000,000, 0.20% for $5,000,001–$10,000,000, and negotiable above $10,000,001.
12115 North Oracle Road, Suite 151
Oro Valley, AZ 85737
Arizona · California · Colorado · Nebraska · Texas
United Capital Financial Advisers, LLC
2017 - 2017 (1 year)
LPL Financial
2003 - 2017 (14 years)
NRG Wealth Management
2003 - Present (23 years)
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