Family Tree Wealth Advisors, LLC

Family Tree Wealth Advisors, LLC is a Limited Liability Company established in Tennessee since August 2011, with Scott Frederick Davis as the principal owner. The firm offers Investment Supervisory Services tailored to individual client goals, including portfolio management, asset allocation, and risk monitoring. Financial Planning services cover investment, tax, retirement, and debt planning, with fees based on hourly rates. The firm primarily advises on mutual funds, equities, bonds, and other securities. Clients have the option to impose restrictions on investments based on personal values. Family Tree Wealth Advisors has assets under management totaling $11,884,000 as of 12/31/2024. Fees for Investment Supervisory Services range from 0.40% to 1.00% based on total assets managed, paid quarterly in advance. Financial Planning fees are charged at a fixed hourly rate. The firm does not participate in wrap fee programs and does not accept performance-based fees. Clients include individuals and high-net-worth individuals, with a minimum account size of $100,000, potentially waived based on client needs. Investment strategies focus on fundamental analysis, long-term and short-term trading, with an emphasis on risk management. Family Tree Wealth Advisors operates with discretion over client accounts, providing ongoing supervision and executing transactions with client authorization. Clients are responsible for third-party fees, and the firm does not receive compensation for the sale of securities.