DAVIE KAPLAN WEALTH CARE ADVISORS, LLC

Overview

Davie Kaplan Wealth Care Advisors, LLC is an independent Registered Investment Adviser organized as a limited liability company that combines financial planning with insurance brokerage services. The firm charges clients on an hourly or fixed-fee basis rather than by assets under management, and it is set up as an individual-owned practice rather than a capital allocator or multi-state adviser. Its advisory activity centers on financial planning; it also operates in insurance brokerage and maintains industry ties to broker-dealer and accounting channels. Investment activity is weighted toward conventional retail vehicles and externally managed alternatives rather than proprietary funds. The firm does not identify as an active ESG investor, and it is not positioned as a pension consultant or a related-adviser network. Given its fee model and business activities, the practice appears focused on planning and risk-transfer solutions (insurance, annuities) and on implementing diversified allocations through mutual funds and third-party managers.

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