Davis, Davis and Conover Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Upon termination, We should receive payment for all fees and expenses We have earned at the time of termination based on a rate of $250 an hour.”

Flat or project fee

$1,500⁠-⁠$5,000

“Type of Fee Fixed Fee Fee $1,500 to $5,000 The fee charged will be based upon the complexity of the plan.”

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

How Davis, Davis and Conover Wealth Management, LLC bills

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

• “We will never charge financial planning fees over $500 more than six months in advance of Our financial planning services.”
• “All financial planning fees are negotiable at Our discretion.”
• “Financial planning fees are negotiable at the sole discretion of Davis, Davis and Conover.”

How Davis, Davis and Conover Wealth Management, LLC’s fees compare

• Its hourly rate of $250 is below the Tennessee median of $275. 33% of the 111 other Tennessee planners that publish an hourly rate charge less.
• 3 of the 11 other planners in Nashville that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$5,000 spans the Tennessee median of $3,000. 54% of the 89 other Tennessee planners that publish a flat or project fee charge less.
• 9 of the 13 other planners in Nashville that publish a flat or project fee charge less.

About Davis, Davis and Conover Wealth Management, LLC

• Firm size: 3 employees.
• Registered as an adviser: 2018 (8 years).

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

Clients

186

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$144,878,543

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

286575

Website

ddcwealth.com (opens in new tab)

Phone

(615) 324-7825

Can advise clients in 7 states: Alabama, Florida, Kentucky, Mississippi, New Hampshire, Tennessee, Texas

Other planners in Nashville that publish fees

• Aj AdvisorsNashville$300/hr, $500⁠-⁠$5,000
• Apple & Company, Inc.Nashville$200⁠-⁠$250/hr
• Brewer Financial StrategiesNashvilleUp to $5,000
• Cairn Financial GroupNashville$400/hr
• Decker Wealth Management, LLCNashville$1,000⁠-⁠$10,000
• Fielder Capital Group LLCNashville$25,000⁠-⁠$180,000/yr

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