Davison Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$6,302,841
Total clients
21
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
21
Average account size
$300,135
About
Davison Wealth Management provides personalized asset management and financial planning to individuals, trusts, retirement plans and business owners. The firm offers portfolio management plus cash-flow and tax planning, retirement and estate planning, education funding and insurance review, and typically charges fees based on assets under management, hourly engagements or fixed fees.
The firm follows a buy-and-hold, asset-allocation approach, using mutual funds and exchange-traded funds as primary investment vehicles while employing fundamental and statistical analysis to select investments and rebalance portfolios periodically. DWM accepts limited trading discretion, may include individual securities at a client’s request, and uses custodians such as Interactive Brokers and, for some accounts, a wrap-fee platform to execute and manage accounts.
Although DWM describes itself as a fee-only advisory firm, the principal operates an affiliated insurance brokerage that offers commission-based property/casualty and life and health insurance, with those services maintained as a separate entity and disclosed to clients. The brochure also discloses a broader set of trading capabilities—including margin, option writing and short sales—than is typical for a small advisory practice, and the firm manages a relatively small roster of clients and assets in the low millions.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Tax-loss harvesting
General retirement planning
General estate planning guidance
Occupation focus
Founder/Business Owner
Fee options
Financial plan fees range from $795 to $1,500; fixed fees for services negotiated based on complexity
$0 - $100,000: 1.50% $100,001 - $250,000: 1.25% $250,001 - $500,000: 1.00% $500,001 - $1,000,000: 0.50% $1,000,001+: 0.50%
Typically $250 per hour
Fee-only: Negotiable hourly fees, typically $250 per hour; fixed fees for financial plans $795 to $1,500; fixed fees may not exceed 1.50% of account assets
Main office location
Davison Wealth Management, LLC
Indianapolis IN, United States
Number of offices
1
Most active in
Davison Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Indiana
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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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