Davis Selected Advisers, L.P.

Davis Selected Advisers, L.P. Financial planner in Tucson
2949 E Elvira Rd #101, Tucson, AZ 85756

Davis Selected Advisers in Tucson overview

Davis Selected Advisers, L.P. is a financial planner and investment service located at 2949 E Elvira Rd #101, Tucson, AZ 85756. The firm operates in the America/Phoenix time zone and serves local clients who need help managing investments and long term financial goals.

This Tucson financial planning office keeps standard weekday hours and is closed on weekends. Public reviews are limited, so new clients should focus on direct conversations with advisers and the firm’s long history in investment management.

Location, hours and local access details

Davis Selected Advisers, L.P. is based in a business area of Tucson with easy access from major roads and the airport corridor. The office address is 2949 E Elvira Rd #101, Tucson, AZ 85756.

Business hours are Monday through Friday from 9:00 AM to 5:00 PM, with the office closed on Saturday and Sunday. Since hours can change, it is smart to call ahead or check the firm’s website before visiting.

Services a Tucson financial planner may provide

As a financial planner and investment service, Davis Selected Advisers, L.P. is likely focused on portfolio management and long term wealth strategies. Many firms in this category help clients align investments with retirement, education, and legacy planning goals.

They may also coordinate with tax and legal professionals to support more complex financial situations. If you are in Tucson, you can ask directly about account minimums, fee structures, and whether they provide ongoing planning or investment management only.

What to ask before becoming a client

Because the public average rating from reviews is not clearly available, it is important to ask detailed questions during an initial call or meeting. Focus on how they are compensated, what types of clients they specialize in, and how often you will meet or receive updates.

You can also ask to see a sample financial plan or investment proposal so you understand their approach. If you already work with a CPA or attorney, ask how Davis Selected Advisers, L.P. will coordinate with your existing advisors.

Comparing Davis Selected Advisers with other options

In Tucson, you can compare Davis Selected Advisers, L.P. with other local financial planners and investment services by looking at credentials, years in business, and regulatory records. Check whether advisers hold designations such as CFP, CFA, or other recognized credentials.

It is also helpful to compare fee only versus commission based models and to review any disciplinary history on FINRA BrokerCheck or the SEC’s adviser search. A short list of two or three firms plus Davis Selected Advisers, L.P. can give you a clearer sense of fit and value.

Quick Answers

Where is Davis Selected Advisers, L.P. located in Tucson?

The office is located at 2949 E Elvira Rd #101, Tucson, AZ 85756, in the America/Phoenix time zone.

What are the business hours for Davis Selected Advisers, L.P.?

The firm is open Monday through Friday from 9:00 AM to 5:00 PM and closed on Saturday and Sunday.

What services does this Tucson firm offer?

Davis Selected Advisers, L.P. is categorized as a financial planner and investment service, so its focus is likely on investment management and long term financial planning.

Is there an average rating from reviews available?

The listing notes an average rating from reviews, but a clear public score is not provided, so prospective clients should rely on direct conversations and independent research.

How can I evaluate if this adviser is right for me?

Ask about fees, services, investment philosophy, and how they communicate with clients, then compare those answers with at least one or two other Tucson financial planners.

Does Davis Selected Advisers, L.P. serve local Tucson clients?

Yes, the firm is listed as a local financial planner and investment service in Tucson and is positioned to work with clients in the surrounding area.

Further Reading

Check your investment professional (SEC adviser search)

FINRA BrokerCheck for background and disciplinary history

CFPB guides on retirement and investments

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Source: Davis Selected Advisers, L.P.

Monday: 9AM-5PM | Tuesday: 9AM-5PM | Wednesday: 9AM-5PM | Thursday: 9AM-5PM | Friday: 9AM-5PM | Saturday: Closed | Sunday: Closed
America/Phoenix time zone
average rating from reviews for Davis Selected Advisers, L.P.: