A complete list of active advisors currently associated with Davis & Wehrle, LLC
Warmer can help you find a great advisor at Davis & Wehrle, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Davis & Wehrle, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Round Rock, TX
| 26
| |
Round Rock, TX
| 22
|
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