Davis Financial Management, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Fixed fees are quoted to a client based on an estimate of the time required to complete the service (at DFM's standard hourly rate of $200) and will depend on the nature and complexity of each client's circumstances.”

Flat or project fee

$1,500⁠-⁠$8,000

“As a fixed fee, typically ranging from $1,500 to $8,000.”

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

How Davis Financial Management, Inc. bills

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

• “The minimum balance requirement may be negotiable under certain circumstances.”
• “Otherwise, DFM will invoice the client monthly, or quarterly, in arrears for fees due each billing period.”
• “This fee will be billed monthly or quarterly, in advance, and is negotiable based on the client's individual needs and circumstances.”

How Davis Financial Management, Inc.’s fees compare

• Its hourly rate of $200 is below the Kansas median of $250. 15% of the 59 other Kansas planners that publish an hourly rate charge less.
• 5 of the 24 other planners in Overland Park that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$8,000 spans the Kansas median of $3,500. 56% of the 43 other Kansas planners that publish a flat or project fee charge less.
• 9 of the 17 other planners in Overland Park that publish a flat or project fee charge less.

About Davis Financial Management, Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Estate planning
• Divorce
• Insurance analysis
• Cash flow and budgeting

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

1% a year

Clients

56

Employees

1

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$144,649,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

143410

Website

davisfinancialmanagement.com (opens in new tab)

Phone

(913) 890-7279

Can advise clients in 3 states: Hawaii, Kansas, Texas

Other planners in Overland Park that publish fees

• Allos Investment Advisors, LLCOverland Park$150/mo, $1,800/yr
• Artisan Financial PlanningOverland Park$250/hr, $2,500⁠-⁠$10,000
• Aspen Wealth Management, Inc.Overland Park$125/hr
• Aspyre Wealth PartnersOverland Park$150⁠-⁠$500/hr
• Balanced Financial Planning, Inc.Overland Park$270/hr
• Coplanning Financial LLCOverland Park$6,900, $12,000/yr

Compare all 66 planners in Overland Park