Davis & Wehrle, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$39,632,846
Clients
82
11% high-net worth
Advisors
2
of 2 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Clients per advisor
41
TypicalAverage account size
$483,327
About
Davis & Wehrle provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers asset management, comprehensive financial planning/consulting, and retirement plan services, and operates a bundled wrap fee program that combines investment advice, trade execution, and custody services.
The firm manages accounts on a discretionary basis using a mix of fundamental and technical analysis and employs long‑ and short‑term strategies with periodic (semiannual/annual) reviews and ongoing monitoring. For retirement plans it assists with plan design, IPS development, investment menu construction, participant education, and can serve as an ERISA 3(21) fiduciary while coordinating with other professional advisors.
What is noteworthy relative to peers is that the firm sponsors a wrap fee program (a less common arrangement among similarly supported advisers) and offers asset management with no account minimum, while recommending a particular custodian and receiving related research/technology benefits. The firm’s advisors also have insurance licenses and may receive commissions for insurance sales and may refer clients to other advisers for which the firm receives a portion of advisory fees—conflicts of interest that are disclosed in the brochure.
Client services
Expertise
Occupation focus
Fee options
Financial planning/consulting flat fees ranging from $1,750 to $15,000
$0 - $50,000: 2.25% $50,001 - $100,000: 2.00% $100,001 - $250,000: 1.75% $250,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.15% $5,000,001+: 1.00%
Insurance commissions from sales of insurance products
$150 to $225 per hour for financial planning/consulting services
Fee-only: Financial planning/consulting hourly fees $150 to $225 per hour; flat fees $1,750 to $15,000
Main office location
Davis & Wehrle, LLC
1104 S. Mays, Suite 105
Round Rock TX 78664-6700, United States
Number of offices
1
Most active in
Mississippi · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Forms ADV
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")