Richard Davey
Advisor at Fiduciary Financial Group, LLC
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 Fiduciary Financial Group, LLC
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
Boise, ID 83702
Credentials
CFP®, Series 66
Industry experience
14 years
Richard Davey is a CFP® and holds a Series 66 license with 14 years of industry experience. He has been with Fiduciary Financial Group, LLC since 2016 and has prior experience as a sole proprietor and with Marin Wealth Advisors LLC. Outside of his advisory work, he is a partner in Marriage Money Bootcamp, an online personal finance course for couples. Fiduciary Financial Group is a fee-based advisory firm managing approximately $865 million for individuals, high-net-worth clients, and retirement plans. The firm offers discretionary asset management, financial planning, and ERISA plan advisory services, utilizing a range of investment strategies including ETFs, mutual funds, and options, supported by integrated tax planning and professional-services coordination.
Based on Fiduciary Financial Group, LLC
$0 - $1,000,000: 0.95% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.60% $10,000,001 - $30,000,000: 0.50% $30,000,001+: 0.35%
Account minimum: $1,500,000 Minimum fee: $7,200 annual minimum fee Fee-only: Annual negotiable fixed fee between $7,200 and $100,000 for standalone ongoing financial planning services
2601 N Bogus Basin Rd.
Boise, ID 83702
Idaho · Texas
Sole Proprietor
2020 - 2025 (5 years)
Munc & Cooper CPAs LLP
2019 - 2020 (1 year)
Richard Davey CPA, Sole Proprietor
2017 - 2017 (1 year)
Fiduciary Financial Group, LLC
2016 - Present (10 years)
Fiduciary Financial Group
2016 - 2021 (5 years)
Marin Wealth Advisors LLC
2014 - 2016 (2 years)
Richard Davey, Sole Proprietor
2012 - 2018 (6 years)
Bruce Davey D.D.S.
2010 - 2017 (7 years)
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