Davis Wealth Advisors

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Client assets under management

$188,194,060

Clients

83% high-net-worth

Advisors

of 6 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Low

Average account size

$2,163,150

About

Davis Wealth Advisors serves individual clients, including high-net-worth households, as well as employer retirement plans and plan sponsors. The firm offers a range of services including wealth management that combines ongoing investment management with financial planning, standalone planning and consulting, pension consulting, and educational seminars.

The firm provides both discretionary and non-discretionary portfolio management and tailors advice to each client’s objectives, risk tolerance, and liquidity needs. It also recommends and monitors third‑party money managers when appropriate, provides ERISA 3(38) fiduciary services for plans, and can assist clients in arranging securities‑backed lines of credit as an alternative to liquidating assets.

Compared with many peers, Davis Wealth Advisors explicitly operates an educational program—offering seminars and participant education to retirement plan participants and other groups—which the brochure identifies as a distinct part of its service mix. The firm also discloses its practice of assisting with direct lending solutions and notes a prior Massachusetts regulatory consent order related to registration that has been resolved and the firm subsequently licensed in that state.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Business and financial consulting

Expertise

Wealth management Business exit / sale strategy Cash flow / budgeting

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

Fixed financial planning fees $6,000 - $20,000; fixed fee pension consulting $1,500 - $30,000; fixed fee educational seminars up to $15,000 per event

Percentage

$0 - $2,000,000: 0.80% $2,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%

Project-based

$300 per hour for financial planning and consulting services

Subscriptions

Retainer-based financial planning $15,000 - $60,000 annually, payable quarterly in advance; business consulting retainer fees negotiated case-by-case, charged quarterly in advance

Other

Minimum fee: Minimum annual fee of $15,000 for wealth management services; minimum quarterly fee of $3,750 Fee-only: Fixed financial planning fees from $6,000 to $20,000; hourly fee $300; retainer-based financial planning $15,000-$60,000 annually with minimum $15,000 per year; fixed fee pension consulting $1,500-$30,000; fixed fee educational seminars up to $15,000 per event; business consulting fees negotiated case-by-case

Main office location

Davis Wealth Advisors

12 Stiles Road, Suite 203

Salem NH 03079, United States

Number of offices

Most active in

Massachusetts · New Hampshire

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 603-836-3477

Advisors at this firm

Stephanie G

CFP®, Series 65

Salem, NH

Davis Wealth Advisors

Stephanie Griebel is a CFP® professional with 14 years of experience in financial advising. She is currently with Davis Wealth Advisors and has previously worked at Resolute Financial, LLC and KPF Global Investment Advisors. Davis Wealth Advisors serves individual clients, including high-net-worth households, as well as employer retirement plans and plan sponsors. The firm offers wealth management, financial planning, pension consulting, and educational seminars, providing both discretionary and non-discretionary portfolio management tailored to each client’s objectives and risk tolerance.

Wealth management Business exit / sale strategy Cash flow / budgeting Founder/Business Owner Retired

Melinda D

CFP®, Series 66

Salem, NH

Davis Wealth Advisors

Melinda Davis is a CFP® and Series 66 credentialed advisor with 16 years of industry experience. She has worked at Davis Wealth Advisors since 2017 and previously at Northstar Financial Planning, Inc. from 2013 to 2017. Davis Wealth Advisors serves individual clients, including high-net-worth households, as well as employer retirement plans and plan sponsors. The firm provides tailored wealth management and financial planning services, discretionary and non-discretionary portfolio management, and educational seminars aimed at retirement plan participants and other groups.

Wealth management Business exit / sale strategy Cash flow / budgeting Founder/Business Owner Retired

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.

Wealth management Business exit / sale strategy Cash flow / budgeting Founder/Business Owner Retired

Anthony D

Series 65

Salem, NH

Davis Wealth Advisors

Anthony Dibartolomeo Jr. is a financial advisor at Davis Wealth Advisors with one year of industry experience. He holds the Series 65 designation and previously worked at Robbins Farley LLC, Benefit Street Partners, and MFS Investment Management. Davis Wealth Advisors serves individual clients, including high-net-worth households, and employer retirement plans and sponsors. The firm offers wealth management, financial planning, pension consulting, and educational seminars, providing tailored portfolio management and fiduciary services.

Wealth management Business exit / sale strategy Cash flow / budgeting Founder/Business Owner Retired

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