Davis Investment Partners, LLC fees and pricing
Financial planner in Charlotte, North Carolina. Registered with the SEC.
According to its Form ADV Part 2A brochure dated January 22, 2026, Davis Investment Partners, LLC charges a flat or project fee of $1,000-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 22, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$10,000
“Fixed fee engagements for this service range from $1,000 to $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Davis Investment Partners, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Wealth Management Services Wealth management fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the wealth management agreement.”
- “The wealth management fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
How Davis Investment Partners, LLC’s fees compare
- Its flat or project fee of $1,000-$10,000 spans the North Carolina median of $4,800. 60% of the 172 other North Carolina planners that publish a flat or project fee charge less.
- 16 of the 34 other planners in Charlotte that publish a flat or project fee charge less.
About Davis Investment Partners, LLC
- Firm size: 3 employees.
- Registered as an adviser: 2022 (4 years).
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
- 1.5% a year
- Clients
- 174
- 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
- $390,005,596
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 318783
- Phone
- (704) 741-4200
Can advise clients in 5 states: Florida, North Carolina, South Carolina, Texas, Virginia
Other planners in Charlotte that publish fees
- Altruist Wealth ManagementCharlotte$1,000-$12,000, $750-$3,000/qtr
- Auctus Advisors LLCCharlotte$5,000-$100,000
- Aureus CapitalCharlotte$150/hr, $1,000-$10,000
- Buoyant FinancialCharlotte$2,000
- Calamita Wealth ManagementCharlotte$5,000-$15,000
- Cannon AdvisorsCharlotte$1,500-$5,000
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.