Davis & Wehrle, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
1104 S. Mays, Suite 105
Round Rock TX 78664-6700
Advisors at this office
2
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
Advisors at this firm
Mark W
ChFC®, Series 63
Round Rock, TX
Davis & Wehrle, LLC
Mark Wehrle is a financial advisor at Davis & Wehrle, LLC with 23 years of industry experience. He holds the ChFC® and Series 63 designations and has worked with Davis & Wehrle since 2006. In addition to advisory services, he is involved in insurance sales and service, including fixed insurance products and various life and health coverages. Davis & Wehrle provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages accounts on a discretionary basis using both fundamental and technical analysis and offers a bundled wrap fee program, asset management with no account minimum, and retirement plan consulting including ERISA 3(21) fiduciary services.
Kevin D
Series 63, Series 65
Round Rock, TX
Davis & Wehrle, LLC
Kevin Davis is a financial advisor at Davis & Wehrle, LLC with 27 years of industry experience. He has held positions at Cetera Wealth Services, LLC and LPL Financial before joining Davis & Wehrle in 2006. He holds Series 63 and Series 65 licenses. Davis & Wehrle provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages accounts on a discretionary basis using fundamental and technical analysis and offers a bundled wrap fee program that combines investment advice, trade execution, and custody services.
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