Mark Wehrle
Davis & Wehrle · Round Rock, Texas
Mark Wehrle is a fee-only financial advisor at Davis & Wehrle in Round Rock, Texas, who holds the ChFC credential. Davis & Wehrle reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Davis & Wehrle |
|---|---|
| Based in | Round Rock, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $39.6M across 103 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in MS, TX · CRD 1068579 |
| Exams passed | Series 63 (1983) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.daviswehrle.com |
How Mark's firm compares
- Davis & Wehrle's average account is about $385,000, from its Form ADV (assets managed divided by 103 accounts).
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Questions about Mark
Is Mark Wehrle a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Davis & Wehrle reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mark charge for financial advice?
Mark's firm, Davis & Wehrle, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mark Wehrle based?
Mark Wehrle is based in Round Rock, Texas.
What credentials does Mark Wehrle hold?
Mark Wehrle holds the ChFC credential.
Is Mark Wehrle registered with the SEC?
Yes. Mark Wehrle is registered as an investment adviser representative in MS and TX (CRD 1068579), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Davis & Wehrle manage?
Davis & Wehrle reports $39.6M across 103 accounts in assets under management.
How do I contact Mark Wehrle?
Through Mark's website, www.daviswehrle.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Round Rock
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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