Davenport Wealth Advisors fees and pricing
Financial planner in Castro Valley, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 16, 2026, Davenport Wealth Advisors charges a flat or project fee of $20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $20,000
“To the extent that a client does not wish to retain DWA for portfolio management services, DWA may offer such client a comprehensive financial planning consultation for a one time negotiable fee of $20,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Davenport Wealth Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Payment of Portfolio Management and Financial Planning Fees Fees are paid quarterly in advance.”
- “March 16, 2026 be billed a pro-rata advisory fee based on the remaining number of the days in such quarter.”
- “Conversely, in the event a client makes a withdrawal of $10,000 or more during a particular quarter, such client will be refunded a pro-rata advisory fee based on the remaining number of days in such quarter.”
How Davenport Wealth Advisors’ fees compare
- Its flat or project fee of $20,000 is above the California median of $5,000. 91% of the 796 other California planners that publish a flat or project fee charge less.
About Davenport Wealth Advisors
“Portfolio Management & Financial Planning Services DWA provides non-discretionary portfolio management and financial planning services to its clients based upon each client’s current financial condition, goals, risk tolerance, income, liquidity requirements, investment time horizon, and other information that is…”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2015 (11 years).
Planning areas mentioned in the brochure
- Retirement planning
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 66
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $27,135,289
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 219513
- Phone
- (510) 537-8119
Other planners in Castro Valley that publish fees
- E. Demmler and AssociatesCastro Valley$300/hr, $2,500-$30,000
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- 401 FinancialSan Diego$250/hr, $500
- 5T Wealth, LLCNapa$200-$450/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.