Andrew Davis is a CFP-designated registered investment advisor at Seamless Financial Planning, based in Littleton, CO, with 12 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 5 clients with $9.1M 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 |
|---|---|
| $0K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
The annual fees are negotiable and are prorated for partial quarters and paid in advance quarterly.
Fee Estimator
Location
Littleton, CO
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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
Andrew is the Chief Financial Officer of The Baldwin Group, LLC (The Speaker Lab), which provides education and training to public speakers. This activity takes up most of Andrew's time and is not investment-related.
Employment History
Current Registrations
Seamless Financial Planning
Previous Registrations
Edelman Financial Services LLC
Carter Jacobs, LLC
State Registrations1 state
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