Davis Wealth Management, LLC

The firm provides personalized financial and investment planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses, addressing objectives such as cash flow, tax planning, insurance review, retirement and estate planning. Deliverables include written evaluations (for example net worth statements) and periodic reviews, while implementation of specific product recommendations is optional and may be executed through outside providers.

The firm structures engagements as tailored planning relationships and uses third-party planning software and a client relationship management system to document goals and recommendations, with periodic account or plan reviews performed at least annually or quarterly as warranted. Fees are charged on an hourly or fixed-fee basis rather than as a percentage of assets, and the firm does not accept discretionary trading authority or provide ongoing asset management.

Noteworthy differences from many peers include the reliance on hourly and fixed fees and the explicit absence of percentage-of-AUM billing, an arrangement that is statistically uncommon for firms in this category. The firm also routes implementation through a broker-dealer and insurance platforms (with disclosed conflicts from potential commissions), maintains multiple professional designations among its staff, and offers specialized services such as retainer work for collaborative divorce consulting as well as formal business continuity and information security programs.