Dean Davis Wealth LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 1, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$5,000

“- 11 - FIXED FEES Financial Planning Services are offered based on a flat fee between $500 and $5,000.”

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

How Dean Davis Wealth LLC bills

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

• “Advisory fees are billed quarterly in advance.”
• “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “If margin is utilized, the fees will be billed based on the gross of margin balance.”

How Dean Davis Wealth LLC’s fees compare

• Its flat or project fee of $500-$5,000 spans the Oklahoma median of $2,875. 46% of the 35 other Oklahoma planners that publish a flat or project fee charge less.
• 3 of the 6 other planners in Edmond that publish a flat or project fee charge less.

About Dean Davis Wealth LLC

• Firm size: 2 employees.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Estate planning
• 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

2.95% a year

Employees

2

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

340949

Phone

(405) 504-3633

Other planners in Edmond that publish fees

• Blessed Financial Investments, LLCEdmond$100⁠-⁠$500/hr, $1,000⁠-⁠$3,000
• Conkin Financial Group, Inc.Edmond$10,000
• Dustin Rippetoe LLCEdmond$1,000/mo, $3,500/yr
• Entrust Parable Capital, LLCEdmond$120⁠-⁠$200/hr
• Main Street Investment ManagementEdmond$1,500⁠-⁠$5,000
• Render Financial, LLCEdmond$250/hr, $2,500

Compare all 17 planners in Edmond