Davis Financial Planning
Davis Financial Planning (CRD# 154186) is a financial advisory firm headquartered in Asheville, NC. They manage $101,381,064 in 665 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management101MILLION
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Total Number of Accounts665ACCOUNTS
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Average Account Value$152,453
Compensation Options
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC, TX
Financial Advisors at Davis Financial Planning
No Advisor Found.
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