John Davis
JKD Financial
Springfield, MO 65807
I am a Certified Financial Planner (CFP®) and IRS Enrolled Agent (EA) based in Springfield, Missouri. I founded JKD Financial to provide a more integrated approach to wealth management—one where tax strategy and financial planning work together rather than in silos. I specialize in tax-forward retirement planning for individuals and families who want to be more intentional with their wealth. My approach goes beyond simple investment returns; I focus on the technical details of tax efficiency, legacy planning, and withdrawal strategies to help my clients keep more of what they’ve built. I believe a financial plan is only as strong as its tax efficiency, and I’m dedicated to helping my clients navigate their retirement years with clarity and confidence.
How John charges
$7,000/year
$250/hour
$2,500
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From the SEC record
Extracted from John’s Form ADV filing.
Total clients
6
Average account size
$4,303,147.50
FORM ADV
PART 2 BROCHURES
Note: These documents were automatically retrieved from the SEC website for transparency and verification purposes.
Verified fiduciary status
This advisor has been verified as a fiduciary and is legally obligated to act in your best interest. They do not sell commissionable products and their recommendations are based solely on what is best for you.