Davidov Wealth Group, LLC fees and pricing

Financial planner in Garden City, New York. Registered with the SEC.

According to its Form ADV Part 2A brochure dated July 31, 2026, Davidov Wealth Group, LLC charges $350⁠-⁠$600 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $350⁠-⁠$600/hr; “Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is between $350 and $600.”

Payment and refund terms, quoted from the fee section of the brochure.

“Fees are paid quarterly in advance, and clients may terminate their contracts with fifteen days’ written notice.”
“Refunds are given on a prorated basis, based on the number of days remaining in a quarter at the point of termination.”
“Fees that are collected in advance will be refunded based on the prorated amount of work completed up to the day of termination within the quarter terminated.”

Its hourly rate of $350-$600 is above the New York median of $300. 81% of the 301 other New York planners that publish an hourly rate charge less.
5 of the 6 other planners in Garden City that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 0.99% a year
Clients: 354
Employees: 3
Works with: Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $174,474,636
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 166794
Website: davidovfinancial.com (opens in new tab)
Phone: (516) 587-5550

Can advise clients in 2 states: Florida, New York

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