Davis & Wehrle, LLC

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Client assets under management

$39,632,846

Clients

11% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Typical

Average 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

Financial planning Portfolio management Pension consulting

Expertise

Business succession planning

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

Financial planning/consulting flat fees ranging from $1,750 to $15,000

Percentage

$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%

Commissions

Insurance commissions from sales of insurance products

Project-based

$150 to $225 per hour for financial planning/consulting services

Other

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

Most active in

Mississippi · Texas

Disclosures

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

Form ADV Part 2: Client Brochure

Quick links

Website 512-346-1131

Advisors at this firm

Mark W

ChFC®, Series 63

Round Rock, TX

Davis & Wehrle, LLC

Mark Wehrle is a financial advisor with Davis & Wehrle, LLC in Round Rock, TX, holding the ChFC® designation and Series 63 license. He has 22 years of industry experience, including more than 20 years with Davis & Wehrle. He is involved in insurance sales and service, including life, health, disability, annuities, and long-term care products. 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, offers a bundled wrap fee program, and assists retirement plans with design, education, and fiduciary services.

Business succession planning Founder/Business Owner Retired

Kevin D

Series 63, Series 65

Round Rock, TX

Davis & Wehrle, LLC

Kevin Davis is a financial advisor with Davis & Wehrle, LLC, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Davis & Wehrle since 2006. Davis & Wehrle provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. 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.

Business succession planning Founder/Business Owner Retired

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