Davis Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$188,194,060
Clients
87
Advisors
4
of 6 employees
About
Davis Wealth Advisors works with individuals — including high net worth clients — as well as pension and profit‑sharing plans, offering wealth management, comprehensive financial planning, business and pension consulting, and education-oriented services. The firm provides both discretionary and non‑discretionary portfolio management alongside written financial plans as part of an integrated wealth management engagement.
Investment advice is tailored to client objectives and commonly uses mutual funds and ETFs, employing fundamental analysis and modern portfolio theory while also recommending and monitoring third‑party money managers when appropriate. The firm additionally assists clients with alternatives to liquidation, such as arranging securities‑backed lines of credit, and delivers an initial planning deliverable during the first year of the relationship.
Davis Wealth Advisors is notable among peers for its educational seminar program — including participant education for retirement plans and general public seminars that may be offered free or for a fee — and for offering ERISA 3(38) fiduciary services to employee benefit plans. The firm’s Form ADV discloses a prior regulatory consent order in 2021 related to state registration deficiencies, with the matter resolved and the firm subsequently licensed.
Client services
Expertise
Fee options
Fixed financial planning advisory fees ranging from $6,000 to $20,000; à la carte financial planning fixed fees $6,000 - $15,000; pension consulting fixed fees $1,500 - $30,000 annually; educational seminars fees up to $15,000 per event
$0 - $2,000,000: 0.80% $2,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.55% $10,000,001+: 0.45%
$300 per hour for financial planning and consulting services
Retainer-based ongoing financial planning fees range from $15,000 - $60,000 annually; Business consulting retainer fees negotiated case-by-case, billed quarterly in advance
Account minimum: $15,000 minimum annual fee for wealth management services Minimum fee: Minimum annual fee of $15,000 (or $3,750 per quarter) for wealth management services, may be waived or reduced at discretion Fee-only: Flat financial planning fees from $6,000 to $20,000; à la carte financial planning fixed fees from $6,000 - $15,000; hourly financial planning/consulting fee $300/hour; retainer-based financial planning $15,000 - $60,000 annually
Main office
12 Stiles Road, Suite 203
Salem NH 03079
Advisors at this office
4
Most active in
Massachusetts · New Hampshire · Texas
Also doing business as
Davis Wealth Advisors · Davis Wealth Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Stephanie G
CFP®, Series 65
Salem, NH
Davis Wealth Advisors
Stephanie Griebel is a CFP® professional with 15 years of industry experience. She has been with Davis Wealth Advisors since 2022, following five years at Resolute Financial, LLC. Davis Wealth Advisors serves individuals, including high net worth clients, as well as pension and profit-sharing plans, providing wealth management, financial planning, and business consulting. The firm utilizes a tailored investment approach incorporating mutual funds, ETFs, fundamental analysis, and modern portfolio theory, and is known for its educational seminar program and ERISA 3(38) fiduciary services.
Melinda D
CFP®, Series 66
Salem, NH
Davis Wealth Advisors
Melinda Davis is a CFP® and holds a Series 66 license with 17 years of industry experience. She has worked at Davis Wealth Advisors since 2017 and previously spent four years at Northstar Financial Planning, Inc. Davis Wealth Advisors serves individuals, including high net worth clients, as well as pension and profit-sharing plans, offering wealth management, comprehensive financial planning, and business and pension consulting. The firm employs tailored investment strategies that incorporate mutual funds, ETFs, fundamental analysis, and modern portfolio theory, and is known for its educational seminar program and ERISA 3(38) fiduciary services for employee benefit plans.
Patrick X
Series 65
Salem, NH
Davis Wealth Advisors
Patrick Xavier is a financial advisor at Davis Wealth Advisors in Salem, NH, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Boston College, Sentinel Group, Align Credit Union, and Wilmington Public Schools. Davis Wealth Advisors serves individuals, including high net worth clients, as well as pension and profit-sharing plans, providing wealth management, comprehensive financial planning, business and pension consulting, and education-oriented services. The firm uses fundamental analysis and modern portfolio theory to tailor investment advice, offers both discretionary and non-discretionary portfolio management, and is known for its educational seminar program and ERISA 3(38) fiduciary services.
Zachary G
Series 65
Salem, NH
Davis Wealth Advisors
Zachary Gibbons is a financial advisor at Davis Wealth Advisors with two years of industry experience. He holds a Series 65 designation and previously worked at Putnam Investments. His background includes roles outside the financial industry, including four years at Merrimack College and three years at Black Water Grill. Davis Wealth Advisors serves individual clients, high-net-worth households, and employer retirement plans, offering comprehensive wealth management, financial planning, pension consulting, and educational seminars. The firm provides tailored portfolio management, fiduciary services, and assists with securities-backed lines of credit while maintaining an educational program for retirement plan participants.
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