Matthew Davis is a PFS-designated registered investment advisor at Davis Financial Management, INC., based in Leawood, KS, with 22 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 77 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees above $10,000,000 are negotiable.
Fee Estimator
Contact
Matthew Davis
Location
4901 W 136th Street, Leawood, KS, 66224
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Davis Financial Management, INC.
Previous Registrations
Cain, Watters & Associates, PC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Matthew W. Davis CFP®, CPA is the Founder and President of Davis Financial Management, Inc. (DFM) located in Leawood, Kansas. Prior to founding DFM, Matt started his career by developing his business and financial planning skills at an international accounting firm and a fee-only planning firm. Matt spent over eight years at the international accounting firm of KPMG, LLP. As a senior audit manager with KPMG, Matt worked extensively in the financial services industry with numerous banking, thrift, mutual fund, investment management and investment banking clients. His main duties consisted of overseeing the planning, execution, and reporting of audits for both public and private companies. In 2002, Matt joined Cain Watters & Associates, providing personal financial planning services to self-employed individuals, primarily dentists and health care professionals. These personal financial planning services included retirement planning, investment analysis and advice, pension structuring, tax planning, estate planning, business valuations and practice transitions. Matt graduated Magna Cum Laude from Kansas State University with a Bachelor of Science in Business Administration as an Accounting Major. He also received a Masters of Accountancy from Kansas State University. Matt is a Certified Financial Planner (CFP®), Certified Public Accountant (CPA) and a Personal Financial Specialist (PFS).