Davis Wealth Advisors fees and pricing
Financial planner in Salem, New Hampshire. Registered with the SEC.
According to its Form ADV Part 2A brochure dated June 1, 2026, Davis Wealth Advisors charges $300 an hour, a flat or project fee of $6,000-$20,000, a quarterly fee of $3,750-$15,000, and an annual fee of $15,000-$60,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 1, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Our hourly fee is $300.”
- Flat or project fee
- $6,000-$20,000
“The fee for financial planning ranges from $6,000 - $20,000 based on a client’s service needs and planning complexity.”
- Quarterly fee
- $3,750-$15,000/qtr
“We charge a minimum annual fee in the amount of $15,000, or $3,750 per quarter, for wealth 8 management services for clients whose combined assets under our management and financial planning fee would fall below this fee amount.”
- Annual fee
- $15,000-$60,000/yr
“For clients in need of ongoing financial planning, we offer a retainer-based solution that ranges from $15,000 - $60,000 annually, with a minimum fee of $15,000 per year.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Davis Wealth Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our annual investment management fee is billed and payable, quarterly in advance, based on the previous quarter-end balance.”
- “Our advisory fee is negotiable, depending on individual client circumstances.”
- “If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”
How Davis Wealth Advisors’ fees compare
- Its hourly rate of $300 is above the New Hampshire median of $275. 54% of the 52 other New Hampshire planners that publish an hourly rate charge less.
- Its flat or project fee of $6,000-$20,000 is above the New Hampshire median of $5,400. 95% of the 37 other New Hampshire planners that publish a flat or project fee charge less.
- Its annual fee of $15,000-$60,000 is above the New Hampshire median of $7,100. 100% of the 14 other New Hampshire planners that publish an annual fee charge less.
About Davis Wealth Advisors
“We offer discretionary and non-discretionary wealth management services. We may also offer non-discretionary wealth management services.”
- Firm size: 6 employees.
- Registered as an adviser: 2024 (2 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- 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
- 0.8% a year
- Minimum
- $15,000 minimum fee (stated in brochure)
- Clients
- 87
- Employees
- 6
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, educational seminars and workshops, and other services
- Assets managed
- $197,149,289
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 287736
- Phone
- (603) 836-3477
Can advise clients in 3 states: Massachusetts, New Hampshire, Texas
Other planners in New Hampshire that publish fees
- Applied Capital Management, LLCLondonderry$350/hr
- Arca Wealth, LLCPortsmouth$200-$300/hr
- Aurelius Family Office, LLCBedford$2,000-$10,000
- Axiom Advisors, LLCBedford$200-$625/hr, $600-$25,000
- Aztec Financial Group, LLCDover$1,500
- Bartley Financial Advisors, LLCBedford$6,000/yr
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.