Advisor at Terrance P Davis Cpa/Pfs
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Firm
Terrance P Davis Cpa/Pfs
Location
St. Louis, MO 63119
Credentials
PFS™, Series 65
Industry experience
6 years
Terrance Davis is the sole advisor at Terrance P Davis CPA/PFS in St. Louis, MO, holding the PFS™ designation and Series 65 license with six years of industry experience. He has been practicing under his firm name since 1990. In addition to financial advisory services, he provides part-time tax preparation during the tax season. Terrance P. Davis CPA/PFS offers fee-only comprehensive financial planning and investment advisory services primarily to individuals and small business owners, focusing on pre-retirees and retirees. The firm integrates income, estate, and gift tax consultation with a systematic planning process that emphasizes modern portfolio theory, asset allocation, and low-cost index or passively managed funds.
Based on Terrance P Davis Cpa/Pfs
Flat or fixed fees typically ranging from $500 to $5,000 plus 1% overhead on billed amount
Currently $150/hour or a negotiated rate
Account minimum: No requirement for opening or maintaining an account size Fee-only: Hourly basis at $150/hour or negotiated rate; negotiated flat or fixed fees typically ranging from $500 to $5,000 plus 1% overhead on billed amount
8460 Watson Road, Suite 225
St. Louis, MO 63119
Missouri
Terrance P Davis Cpa/Pfs
1990 - Present (36 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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