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CFP
CB
CFP

Celia Brugge

17 Years of Experience
Eads, TN

Celia Brugge is a CFP-designated registered investment advisor at Dogwood Financial Planning, based in Eads, TN, with 17 years of industry experience. Celia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 4 more. Their firm serves 57 clients.

Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
57 clients
Average Client Portfolio
Not specified

Fee Structure

Dogwood Financial Planning does not provide ongoing investment management services.

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Celia Brugge

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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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Employment History
Current Registrations
Dogwood Financial Planning
May 2008 - Present · 18 yrs
State Registrations4 states
ARLAMSTN
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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Celia Brugge