Advisor at Davis Wealth Management, LLC
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Firm
Davis Wealth Management, LLC
Location
Richfield, OH 44286
Credentials
CFP®, ChFC®, Series 63, Series 65
Industry experience
33 years
Brian Davis is a CFP® and ChFC® with 33 years of industry experience. He has been with LPL Financial since 2009 and also operates Davis Wealth Management, LLC, an independent registered investment advisory firm providing financial planning and consulting services. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its investment advice with an in-house research team and provides a wide range of delivery options, including model-portfolio programs and third-party asset management.
Based on Davis Wealth Management, LLC
Fixed fees for financial planning engagements ranging from $300 to $20,000, negotiable.
Commissions received from sales of securities and life and health insurance products through LPL Financial and other insurance companies.
Hourly charge ranging from $150 to $300 per hour for financial planning services.
Fee-only: Hourly rates range from $150 to $300 per hour; fixed fees range from $300 to $20,000, fees are negotiable.
3998 Broadview Road, Ste. A
Richfield, OH 44286
Ohio · Texas
Lpl Financial
2009 - Present (17 years)
Davis Wealth Management, LLC
2002 - Present (24 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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