Matthew Davis
Matthew Davis is a CFP-designated registered investment advisor at Financial Planning for Generations, INC., based in Encino, CA, with 15 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 120 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Hourly planning and implementation — $275 to $550 per hour depending on the planner's experience
- Comprehensive financial plan — Priced based on the complexity of your situation, covering net worth, cash flow, investments, taxes, retirement, insurance, and estate planning
- Follow-on implementation work — Billed hourly at $275 to $550 per hour after a financial plan is delivered
Location
15760 Ventura Blvd, Suite 840, Encino, CA, 91436
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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 →Other Business Activities
Matthew has been a Licensed Professional Fiduciary since 2016, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Financial Planning for Generations, INC.
State Registrations1 state
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
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