Davies Financial Advisors, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$500/hr

“This negotiable rate ranges from $250 to $500 per hour.”

Flat or project fee

$7,500⁠-⁠$150,000

“Fixed fees typically range from $7,500 to $150,000 per engagement, are normally agreed to for one year, then renegotiated and agreed to for future periods.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Davies Financial Advisors, Inc. bills

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

• “In substantially all cases, the annual account management fee is payable quarterly in advance and is computed as one-quarter of the annual fee based on the AUM on the last business day of the previous calendar quarter.”
• “All Davies Financial Advisors advisory program and service fees are negotiable.”
• “In the event a client terminates an advisory agreement with Davies Financial Advisors, any unearned fees resulting from payments made by clients in advance will be refunded to the client.”

How Davies Financial Advisors, Inc.’s fees compare

• Its hourly rate of $250-$500 spans the California median of $300. 70% of the 932 other California planners that publish an hourly rate charge less.
• 3 of the 3 other planners in Murrieta that publish an hourly rate charge less.
• Its flat or project fee of $7,500-$150,000 is above the California median of $5,000. 99% of the 796 other California planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Murrieta that publish a flat or project fee charge less.

About Davies Financial Advisors, Inc.

• Firm size: 10 employees.
• Credentials named in the brochure: CPA.
• Founded: 2004 (22 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2.25% a year

Clients

125

Employees

10

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and other services

Assets managed

$123,078,109

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

139764

Website

ajdavies.net (opens in new tab)

Phone

(951) 677-3960

Can advise clients in 9 states: Arizona, California, Idaho, Nebraska, Nevada, Oregon, Tennessee, Texas, Washington

Other planners in Murrieta that publish fees

• Athena Wealth ManagementMurrieta$275/hr
• Meridian Wealth Management, IncMurrieta$200⁠-⁠$300
• RMH Advisors, LLCMurrieta$300/hr, $300
• Shift 4 Advisors, Inc.Murrieta$150⁠-⁠$400/hr

Compare all 8 planners in Murrieta