Davis Financial Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$93,082,000
This total excludes 22 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
56
91% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
56
HighAverage account size
$1,662,179
About
The firm is an independent, solo SEC-registered investment adviser that provides portfolio management and comprehensive financial planning to individuals, small businesses, and a range of institutional-type clients, including pension and profit-sharing plans, corporations, trusts, foundations, and charities. In addition to advisory services, the firm’s founder is a Certified Public Accountant and offers accounting and tax-preparation services under separate engagement agreements.
Investment management emphasizes strategic asset allocation implemented mainly through no-load mutual funds and exchange-traded funds, with a notable reliance on Dimensional Fund Advisors funds and a generally passive, low-turnover approach; accounts are reviewed annually or on an event-driven basis. Client accounts are managed on a non-discretionary basis, and the firm reports approximately $145 million in non-discretionary assets across roughly 56 client relationships.
Distinctive aspects relative to peers include the combination of an affiliated accounting practice, the acceptance of pension/profit-sharing and other institutional clients, and the predominance of non-discretionary assets — each of which is uncommon for independent, solo advisers. The firm also provides specialized planning services such as special-needs and divorce planning and ongoing business consulting for small business owners while supervising diversified model portfolios.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Social Security optimization
Divorce financial planning
Tax-loss harvesting
Occupation focus
Founder/Business Owner
Retired
Fee options
Fixed fees typically ranging from $1,500 to $8,000 for financial planning
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.50% Above $10,000,000+: Negotiable
$250 per hour typical rate for financial planning
Account minimum: $500,000 Fee-only: Fixed fees typically ranging from $1,500 to $8,000 for initial financial planning; ongoing planning fees typically ranging from $2,000 to $8,000 annually
Main office location
Davis Financial Management, Inc.
7381 W. 133 Rd Street, Suite 226
Overland Park KS 66213, United States
Number of offices
1
Most active in
Davis Financial Management, Inc. has reported serving >5 clients in these states in the last 12 months.
Hawaii · Kansas · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 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.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")