John Davis is a CFP-designated registered investment advisor at Moss Adams Wealth Advisors LLC, based in Rancho Cordova, CA, with 24 years of industry experience. John 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, Investment Management, and 2 more. Their firm serves 1,203 clients with $4.8B 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are calculated on a graduated basis. Discounts, not generally available to our advisory clients, may be offered to family members, friends or associated persons of the firm.
Fee Estimator
Location
2882 Prospect Park Drive, Suite 300, Rancho Cordova, CA, 95670
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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
John owns rental property since 2014, spending minimal time on it. He earns $5,000 annually from this activity.
Employment History
Current Registrations
Moss Adams Wealth Advisors LLC
Previous Registrations
Cliftonlarsonallen Wealth Advisors, LLCBroker
Cliftonlarsonallen Wealth Advisors, LLC
Principal Securities, INC.
Principal Securities, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Purshe Kaplan Sterling InvestmentsBroker
Sunamerica Capital Services, INC.Broker
Aig Sunamerica Capital Services, INC.Broker
Principal Funds Distributor, INC.Broker
Waddell & Reed, INC.Broker
Waddell & Reed, INC.
London Pacific Securities, INC.Broker
London Pacific Advisors
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
H&r Block Financial Advisors, INC.Broker
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.