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Eric Sheerin
21 Years of Experience
Lenexa, KS
2 Disclosures
Eric Sheerin is a registered investment advisor at Dogwood Wealth Management, LLC, based in Lenexa, KS, with 21 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 242 clients with $230M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
242 clients
Average Client Portfolio
$965K average
Assets Under Management
$233.5M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
8813 Penrose Ln, Suite 350, Lenexa, KS, 66219
Get directionsHistory
Regulatory History (2)
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Customer Dispute
June 2009Denied
Customer Dispute
April 2009Denied
Employment History
Current Registrations
Dogwood Wealth Management, LLC
February 2022 - Present · 4 yrs 3 mos
Previous Registrations
Mutual Securities, INC.Broker
August 2016 - March 2022 · 5 yrs 7 mos
Barber Financial Group
January 2011 - February 2022 · 11 yrs 1 mo
National Planning Corporation ("npc of America" in Fl & Ny)
May 2007 - August 2016 · 9 yrs 3 mos
National Planning CorporationBroker
April 2007 - August 2016 · 9 yrs 4 mos
Ing Financial Partners, INC
March 2006 - April 2007 · 1 yr 1 mo
Ing Financial Partners, INC.Broker
September 2004 - April 2007 · 2 yrs 7 mos
Waddell & Reed, INC.Broker
May 2004 - July 2004 · 2 mos
State Registrations3 states
KSMOTX
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.