Advisor at Caviness Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Caviness Wealth Management, LLC
Location
Dallas, TX 75248
Credentials
CFP®, Series 63, Series 65
Industry experience
25 years
David Caviness is a CFP® professional with 25 years of experience in financial advisory. He is the principal of Caviness Wealth Management, LLC, an independent firm he has led since 2011. Caviness is also involved as a YouTube Partner, producing content related to investments. Caviness Wealth Management provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and corporate entities. The firm manages approximately $59 million in discretionary assets and offers tailored portfolios alongside comprehensive planning services, including retirement, estate, charitable, education, and corporate tax planning.
Based on Caviness Wealth Management, LLC
Flat fees generally range from $500 to $5,000 for financial planning and consulting
$0 - $499,999.99: 1.50% $500,000 - $749,999.99: 1.25% $750,000 - $999,999.99: 1.15% $1,000,000+: 1.00%
Commissionable securities sales through LPL Financial, including trail fees from mutual funds
$150 per hour for financial planning and consulting
Fee-only: Hourly fee $150; Flat fees range $500 to $5,000
15660 Dallas Parkway, Suite 1425
Dallas, TX 75248
Texas
Caviness Wealth Management, LLC
2014 - Present (12 years)
Caviness Wealth Management, LLC
2011 - Present (15 years)
LPL Financial, llc
2001 - Present (25 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.
Series 65
Dallas, TX
Amerina International Capital Management LLC
Series 63, Series 65, Series 66
Frisco, TX
Two Pillars Asset Management
ChFC®
Richardson, TX
3:23 Financial Services LLC
Series 63
Richardson, TX
Bent Tree Trust Advisors, LLC
Series 63, Series 65
Plano, TX
Gadiraju, Raju
Series 63
Addison, TX
Prudent Money Financial Services
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")