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Andrew Dodds

Dodds Wealth, LLC
35 Years of Experience
Greenwood Village, CO
1 DisclosureSells Insurance
View SEC Summary
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Andrew Dodds is a CFP-designated registered investment advisor at Dodds Wealth, LLC, based in Greenwood Village, CO, with 35 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 421 clients with $710M in assets under management.

Dodds Wealth, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
421 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$706.2M

Fee Structure

Minimum Investment:$200K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Maximum annual fee is 1.00%. Specific fees may vary based on account size, portfolio complexity, and are negotiable. Financial planning is included at no extra cost for investment management clients.

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

Location

5251 Dtc Parkeay Ste 720, Greenwood Village, CO, 80111

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History

Regulatory History (1)
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
July 2008
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Andrew sells fixed insurance products through Dodds Wealth Management Group since 2003. He also dedicates about half of his time providing investment advisory services through Dodds Wealth LLC, an independent investment advisor firm, and minimal time to managing family trusts and rental real estate.

Employment History
Current Registrations
Dodds Wealth, LLC
January 2023 - Present · 3 yrs 10 mos
Previous Registrations
LPL Financial LLC
August 2025 - March 2026 · 7 mos
Dodds Wealth Management Group
September 2004 - May 2023 · 18 yrs 8 mos
LPL Financial LLCBroker
February 2003 - March 2026 · 23 yrs 1 mo
LPL Financial LLC
February 2003 - April 2023 · 20 yrs 2 mos
American Express Financial Advisors, INC.
January 1999 - February 2003 · 4 yrs 1 mo
American Express Financial Advisors INC.Broker
May 1991 - February 2003 · 11 yrs 9 mos
Ids Life Insurance CompanyBroker
May 1991 - February 2003 · 11 yrs 9 mos
State Registrations2 states
COTX
Advisor

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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