Davis Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Davis Wealth Management provides fee-based financial planning and investment planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. Services include comprehensive financial planning work such as cash flow and net worth analysis, tax and insurance reviews, retirement and education planning, and estate planning delivered through written plans and periodic reviews.
The firm does not provide discretionary portfolio or asset management; instead it delivers detailed financial plans and leaves implementation to clients or to third-party channels when chosen. Implementation options include working through the advisor’s affiliated broker‑dealer and insurance relationships, and the firm delivers periodic written updates and planning analyses rather than ongoing trading authority.
Compared with many independent advisory peers, Davis’s practice is notable for its exclusive focus on planning engagements rather than AUM-based investment management and for avoiding percentage-of-assets fee arrangements. The firm also documents comprehensive planning work and highlights experience with specialized areas such as retirement-plan consulting, exit planning and collaborative divorce planning, and maintains multiple professional certifications relevant to those specialties.
Client services
Financial planning
Expertise
General retirement planning
General tax planning
College savings (529s, UTMA, etc.)
Fee options
Fixed fees for financial plans ranging from $300 to $20,000
Commissions on the sale of investment and insurance products through LPL Financial and other insurance companies
Hourly charges ranging from $150 to $300 per hour
Fee-only: Hourly rates ranging from $150 to $300 per hour
Main office location
Davis Wealth Management, LLC
3998 Broadview Road, Ste. A
Richfield OH 44286, United States
Number of offices
1
Most active in
Davis Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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