Davis Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$188,194,060
Clients
87
83% high-net worth
Advisors
4
of 6 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Clients per advisor
22
LowAverage account size
$2,163,150
About
Davis Wealth Advisors serves individual clients, including high-net-worth households, as well as employer retirement plans and plan sponsors. The firm offers a range of services including wealth management that combines ongoing investment management with financial planning, standalone planning and consulting, pension consulting, and educational seminars.
The firm provides both discretionary and non-discretionary portfolio management and tailors advice to each client’s objectives, risk tolerance, and liquidity needs. It also recommends and monitors third‑party money managers when appropriate, provides ERISA 3(38) fiduciary services for plans, and can assist clients in arranging securities‑backed lines of credit as an alternative to liquidating assets.
Compared with many peers, Davis Wealth Advisors explicitly operates an educational program—offering seminars and participant education to retirement plan participants and other groups—which the brochure identifies as a distinct part of its service mix. The firm also discloses its practice of assisting with direct lending solutions and notes a prior Massachusetts regulatory consent order related to registration that has been resolved and the firm subsequently licensed in that state.
Client services
Expertise
Occupation focus
Fee options
Fixed financial planning fees $6,000 - $20,000; fixed fee pension consulting $1,500 - $30,000; fixed fee educational seminars up to $15,000 per event
$0 - $2,000,000: 0.80% $2,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%
$300 per hour for financial planning and consulting services
Retainer-based financial planning $15,000 - $60,000 annually, payable quarterly in advance; business consulting retainer fees negotiated case-by-case, charged quarterly in advance
Minimum fee: Minimum annual fee of $15,000 for wealth management services; minimum quarterly fee of $3,750 Fee-only: Fixed financial planning fees from $6,000 to $20,000; hourly fee $300; retainer-based financial planning $15,000-$60,000 annually with minimum $15,000 per year; fixed fee pension consulting $1,500-$30,000; fixed fee educational seminars up to $15,000 per event; business consulting fees negotiated case-by-case
Main office location
Davis Wealth Advisors
12 Stiles Road, Suite 203
Salem NH 03079, United States
Number of offices
1
Most active in
Massachusetts · New Hampshire
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
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.
Quick links
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")