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Deanna Meyer

Dodds Wealth, LLC
23 Years of Experience
Colorado Springs, CO
Sells Insurance
View SEC Summary
View SEC Summary

Deanna Meyer is a registered investment advisor at Dodds Wealth, LLC, based in Colorado Springs, CO, with 23 years of industry experience. Deanna 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

1155 Kelly Johnson Blvd, Suite 130, Colorado Springs, CO, 80920

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History

Regulatory History
Clean regulatory record

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.

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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
January 2023 - Present · 3 yrs 10 mos
Previous Registrations
LPL Financial LLCBroker
October 2014 - March 2026 · 11 yrs 5 mos
Dodds Wealth Management Group
October 2014 - May 2023 · 8 yrs 7 mos
LPL Financial LLC
October 2014 - April 2023 · 8 yrs 6 mos
Sii Investments, INC.
September 2013 - October 2014 · 1 yr 1 mo
Sii Investments, INC.Broker
August 2009 - October 2014 · 5 yrs 2 mos
Walnut Street Securities, INC.Broker
May 2003 - August 2009 · 6 yrs 3 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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