Whitney Davis is a registered investment advisor at Davis Financial Services, based in Dallas, TX, with 5 years of industry experience. Whitney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 170 clients with $78M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Investment advisory fees are negotiable based on the scope and complexity of the services, the amount of time and expertise required.
Fee Estimator
Location
9330 Lbj Freeway, Suite 1020, Dallas, TX, 75243
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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
Whitney operates under the DBA Davis Financial Services for her LPL business and receives commissions from securities sales. She is also a business owner of Resurrezione, LLC, dedicating about 10-20% of her time, and provides investment advisory services through Davis Financial Advisors, LLC, spending nearly full-time on this activity.
Employment History
Current Registrations
Davis Financial Services
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations18 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.