Davis Private Wealth, LLC fees and pricing
Financial planner in Royal Palm Beach, Florida. Registered with the SEC.
According to its Form ADV Part 2A brochure dated June 25, 2026, Davis Private Wealth, LLC charges $100-$400 an hour, a flat or project fee of $2,500-$10,000, and a monthly fee of $200-$2,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100-$400/hr
“With the hourly option, the fee is based on the actual time spent and billed in 15-minute increments between $100$400 per hour.”
- Flat or project fee
- $2,500-$10,000
“A flat fixed fee project may be charged within a range of $2,500 - $10,000 depending on the complexity and scope of services requested, as a one-time fee or on-going.”
- Monthly fee
- $200-$2,000/mo
“For client(s) who require on-going financial planning needs, we charge a monthly retainer ranging from $200–$2,000 depending on complexity.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Davis Private Wealth, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Portfolio management fees, when held with Betterment or Altruist are generally payable monthly, in arrears, and are calculated based on the value of the assets on the last business day of the prior billing period.”
- “If management begins after the start of a quarter or month, fees will be prorated accordingly.”
- “These fees are generally negotiable, and the final fee schedule is attached as Exhibit I of the Investment Advisory Contract.”
How Davis Private Wealth, LLC’s fees compare
- Its hourly rate of $100-$400 spans the Florida median of $288. 26% of the 372 other Florida planners that publish an hourly rate charge less.
- Its flat or project fee of $2,500-$10,000 spans the Florida median of $4,900. 67% of the 320 other Florida planners that publish a flat or project fee charge less.
About Davis Private Wealth, LLC
- Principal: Joshua Stephen
- Firm size: 3 employees.
- Founded: 2016 (10 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Equity compensation
- Insurance analysis
- Cash flow and budgeting
- Charitable giving
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
- 1.25% a year
- Minimum
- $200,000 in assets (stated in brochure)
- Clients
- 129
- Employees
- 3
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $192,700,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 285952
- Phone
- (561) 284-8999
Can advise clients in 3 states: California, Florida, Mississippi
Other planners in Florida that publish fees
- 22 Seven Wealth Management IncPanama City$150/hr, $500-$2,500
- 365Sundays Wealth LLCLake Mary$5,000-$15,500, $5,000/yr
- 4 VerticalRiverview$250/hr
- 7 Star Investment AdvisorsRiverview$1,500-$7,500
- Acertado InvestmentsFort Lauderdale$800-$3,600
- Achieving Veritas LLCSt. Augustine$1,500-$15,000
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.