TrueAdvisor
TrueAdvisor
JD
ChFC
JD
ChFC

Joe Doggett

Money Concepts Advisory Service
44 Years of Experience
Columbus, IN
8 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Joe Doggett is a ChFC-designated registered investment advisor at Money Concepts Advisory Service, based in Columbus, IN, with 44 years of industry experience. Joe is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 17,032 clients with $4.1B in assets under management.

Money Concepts Advisory Service
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
395 advisors
Number of Clients
17,032 clients
Average Client Portfolio
$239K average
Assets Under Management
$4.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$250
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.30%
$1.0M - $3.0M1.00%
$3.0M - $5.0M0.90%
$5.0M - $10.0M0.75%
$10M+0.60%

Fees vary by program. Standard Guided Portfolio Solutions program typically charges 2.5% annually. Pension and MAP programs use tiered schedules ranging from 1.30% down to 0.60% annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3550 West Two Mile Road Suite A, Columbus, IN, 47201

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History

Regulatory History (8)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2026
Closed-No Action
Customer Dispute
August 2025
Pending
Customer Dispute
June 2020
Settled
Customer Dispute
August 2019
Settled
Customer Dispute
December 2012
Denied
Customer Dispute
April 2004
Settled
Customer Dispute
December 2002
Denied
Customer Dispute
September 2001
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Joe is the President of Joe C. Doggett & Company, Inc., where he solicits businesses for health insurance products. This takes about half of Joe's time, with a portion of it being investment-related.

Employment History
Current Registrations
Money Concepts Advisory Service
August 2022 - Present · 4 yrs 2 mos
Money Concepts Capital CORPBroker
July 2022 - Present · 4 yrs 3 mos
Previous Registrations
Jcd Investments, LLC
November 2010 - July 2022 · 11 yrs 8 mos
Grove Point Investments, LLCBroker
August 2010 - July 2022 · 11 yrs 11 mos
Jcd Investments, LLC
January 2006 - December 2008 · 2 yrs 11 mos
Jcd Investments, LLC
July 2004 - December 2004 · 5 mos
Woodbury Financial Services, INC.Broker
July 2003 - September 2010 · 7 yrs 2 mos
AXA Advisors, LLC
June 2000 - July 2003 · 3 yrs 1 mo
Jcd Investments, LLC
April 1995 - December 2003 · 8 yrs 8 mos
AXA Advisors, LLCBroker
May 1982 - July 2003 · 21 yrs 2 mos
The Equitable Life Assurance Society of the United StatesBroker
May 1982 - January 2000 · 17 yrs 8 mos
State Registrations10 states
FLILINKYLAMDMIOHSCVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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