Deanna Meyer
Deanna Meyer is a registered investment advisor at Dodds Wealth, LLC, based in Colorado Springs, CO, with 22 years of industry experience. Deanna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 421 clients with $710M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Dodds Wealth manages investments for a fee based on a percentage of the assets they manage. The maximum annual advisory fee is 1.00%. The specific fee is set forth in your agreement and may vary based on the size of the account, complexity of the portfolio, or extent of activity in the account. Fees are billed quarterly in advance.
Location
1155 Kelly Johnson Blvd, Suite 130, Colorado Springs, CO, 80920
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Deanna spends most of her time on investment-related activities through Dodds Wealth Management Group and Dodds Wealth, LLC, where she is a registered investment advisor representative and partner. She also dedicates minimal time to Dodds Tax, LLC, an affiliated tax services entity.
Employment History
Current Registrations
Dodds Wealth, LLC
Previous Registrations
LPL Financial LLCBroker
Dodds Wealth Management Group
LPL Financial LLC
Sii Investments, INC.
Sii Investments, INC.Broker
Walnut Street Securities, INC.Broker
State Registrations2 states
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.