Davis Wealth Management, LLC fees and pricing
Financial planner in Richfield, Ohio. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 13, 2026, Davis Wealth Management, LLC charges $150-$300 an hour and a flat or project fee of $300-$20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$300/hr
“Fees may be based on an hourly charge ranging from $150 to $300 per hour.”
- Flat or project fee
- $300-$20,000
“Fixed fees range from $300 to $20,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Davis Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The client must approve the change of scope in advance of the additional work being performed when a fee increase is necessary.”
- “Any unused portion of fees collected in advance will be refunded within 60 days.”
How Davis Wealth Management, LLC’s fees compare
- Its hourly rate of $150-$300 spans the Ohio median of $250. 36% of the 219 other Ohio planners that publish an hourly rate charge less.
- Its flat or project fee of $300-$20,000 spans the Ohio median of $3,250. 90% of the 199 other Ohio planners that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Davis Wealth Management, LLC
“MANAGEMENT, LLC provides personalized confidential financial planning and investment planning to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and small businesses.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP® and CPA.
- Founded: 2002 (24 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Divorce
- Business owners
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 121053
- Phone
- (330) 777-3329
Other planners in Ohio that publish fees
- 1TaxfinancialCincinnati$300/hr
- Aan Wealth Advisors LLCCanton$250/hr
- Access Wealth Group, LLCDublin$150-$400/hr
- Accountable Financial Planning LLCWesterville$200/hr, $2,500/yr
- Adams and Co Financial ServicesCincinnati$500-$2,500
- Advocate Wealth SolutionsDublin$300-$3,000/hr
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.