Firm
Davenport Wealth Advisors
Castro Valley, California
Fee-only
Davenport Wealth Advisors at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 66 individual clients, 10 of them high net worth.
- Its average account is about $181,000 (assets it manages divided by its 150 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Castro Valley, California |
|---|---|
| Phone | (510) 537-8119 |
Davenport Wealth Advisors fees
Davenport Wealth Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $27 million |
| Individual clients | 56 |
| High-net-worth clients | 10 |
| Accounts managed | 150 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 16, 2026 |
| SEC record | CRD 219513 |