Firm
DW Financial
Anaheim, California
Fee-only
DW Financial at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 3 employees and 103 individual clients.
- Its average account is about $466,000 (assets it manages divided by its 103 accounts).
- Its hourly rate of $225 is below the California median of $300.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Anaheim, California |
|---|---|
| Website | dwfinancialinc.com |
| Phone | (714) 632-0500 |
DW Financial fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Hourly | $225 an hour |
|---|---|
| Asset-based fee | 0.75% to 1.95% a year |
| How it charges | Percentage of assets · Hourly |
In the firm's words
"Consulting hourly rate $225 for firm principals Kevin Davidson and Dale Woodward." source
".75% of assets under management" source
"1.95% of assets under management plus $600 for accounts with less than $25K under management" source
"Consulting hourly rate $225 for firm principals Kevin Davidson and Dale Woodward." source
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 | Fixed fees |
|---|---|
| Assets managed | $48 million |
| Individual clients | 103 |
| Accounts managed | 103 |
| Employees | 3 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | May 26, 2026 |
| SEC record | CRD 136882 |