Davis Financial Planning

Financial Advisor in Buncombe County, NC

Firm Info
Address: 111 Central Ave, Asheville, NC 28801, USA
Phone: (828) 398-5050

Firm Size
Assets Under Management: $105 million
# of Advisors: 4
# of Clients: 237
Client to Advisor Ratio: 59:1
Average Account Size: $442,929
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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Davis Financial Planning Overview

Davis Financial Planning is an investment advisory firm that operates on a fee-only basis. The company is headquartered in Asheville, North Carolina and has been providing investment advice since 2022. As a registered investment advisory firm, Davis Financial Planning offers investment advice only. The firm's primary services include financial planning and portfolio management for both individuals and small businesses. Clients can receive tailor-made financial plans that suit their specific needs and goals while also benefiting from professional portfolio management. Davis Financial Planning prides itself on delivering a personalized and efficient service that helps clients achieve their long-term financial objectives. With the company's fee-only model, clients can be assured that they are receiving unbiased advice and recommendations. The firm's advisers do not receive commissions or fees for selling financial products, ensuring that they have their clients' best interests at heart. Overall, Davis Financial Planning is an ideal partner for those seeking expert financial advice and portfolio management.

Davis Financial Planning caters to a wide range of clients, which include individuals and high net worth individuals alike. Their comprehensive financial services allow them to provide tailored wealth management solutions to each client's unique situation. These clients benefit from Davis Financial Planning's extensive knowledge and experience, coupled with an unwavering commitment to excellence. The firm understands that each client's needs and goals are distinct, and so they work with them closely to develop a financial plan that aligns with their specific objectives. Their client-centric approach has earned them a sterling reputation and positions them as a trusted partner of choice for individuals seeking to optimize their financial portfolios. When it comes to fees, Davis Financial Planning offers a variety of options based on the services required. Alongside their standard hourly rates, they also provide fixed fees for certain financial offerings to ensure that clients are fully aware of their charges upfront. This enhances transparency and allows for accurate cost planning by clients. Davis Financial Planning prioritizes putting their clients' needs first, so their fees are competitively priced and reasonable. The team is open and transparent in transparently outlining their fee structures, so clients always know what to expect and can rely on sound advice and efficient service. Davis Financial Planning seeks to establish long-standing relationships with their clients by delivering high-quality work at affordable costs.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for DAVIS FINANCIAL PLANNING does not mention anything about investment minimums. Therefore, it is unclear what the firm's investment minimum is. It is possible that potential clients will need to contact the firm directly to inquire about any minimum investment amounts required to open an account with them.

How This Office Can Help Buncombe County, NC Residents

Davis Financial Planning offers comprehensive financial planning services to clients in Buncombe County, NC. With years of experience in the financial industry, the team at Davis Financial Planning is equipped to assist clients in navigating a wide range of financial situations. For someone living in Buncombe County, NC, there may be a number of financial challenges to overcome. These could include planning for retirement, managing debt, saving for college, or investing wisely. Davis Financial Planning is well-equipped to help clients address these issues and more, with services that include investment management, retirement planning, tax planning, estate planning, and more. By taking a holistic approach to financial planning, Davis Financial Planning is able to help clients build a solid financial foundation for their future and achieve their long-term goals.


Services Offered by Davis Financial Planning

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Davis Financial Planning most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Fixed Fees (Other than subscription)
Unavailable
Percentage of Assets Under Management (AUM)
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 111 Central Ave, Asheville, NC 28801, USA
Phone (828) 398-5050
Opening Hours
  • Mon 8 AM–5 PM
  • Tue 8 AM–5 PM
  • Wed 8 AM–5 PM
  • Thu 8 AM–5 PM
  • Fri 8 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
3 Stars  |  5 Reviews

Other Office Locations

This firm has no other locations.

State Registrations

Davis Financial Planning is registered to service clients in the following states:

  • North Carolina
  • Texas

Disciplinary History

Davis Financial Planning does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Fiduciary Financial Advisor FAQs