O'bannon & Davis Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Hourly fees of $250 per hour may be an alternative for some clients in cases where clients simply want a portfolio reviewed and assessed.”

Flat or project fee

$2,500

“The firm charges a fee of $2,500 to produce a financial plan.”

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

How O'bannon & Davis Inc. bills

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

• “Clients may elect to be billed in advance or arrears each calendar quarter.”
• “Clients may also elect to be billed directly for fees or to authorize O’Bannon & Davis Inc. to directly debit fees from client accounts.”
• “Management fees shall [or shall not] be prorated for each capital contribution and withdrawal made during the applicable calendar quarter (with the exception of de minimis contributions and withdrawals).”

How O'bannon & Davis Inc.’s fees compare

• Its hourly rate of $250 is below the New York median of $300. 25% of the 301 other New York planners that publish an hourly rate charge less.
• None of the 3 other planners in Williamsville that publish an hourly rate charge less.
• Its flat or project fee of $2,500 is below the New York median of $4,500. 26% of the 251 other New York planners that publish a flat or project fee charge less.
• 2 of the 5 other planners in Williamsville that publish a flat or project fee charge less.

About O'bannon & Davis Inc.

• Firm size: 5 employees.
• Registered as an adviser: 2009 (17 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning

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

1.5% a year

Clients

469

Employees

5

Works with

Individuals and pension and profit sharing plans

Services reported to regulators

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

Assets managed

$77,245,333

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

134005

Website

obdw.com (opens in new tab)

Phone

(716) 856-7555

Other planners in Williamsville that publish fees

• Buffalo First Wealth Management, LLCWilliamsville$250/hr, $1,000⁠-⁠$15,000
• Countryside Financial LLCWilliamsville$250/hr, $500⁠-⁠$2,500
• Emergent Wealth Advisors, LLCWilliamsville$7,500
• Florian Financial Group LLCWilliamsville$500⁠-⁠$2,000
• Wny Asset Management, LLCWilliamsville$150⁠-⁠$350/hr, $600⁠-⁠$30,000

Compare all 11 planners in Williamsville