TrueAdvisor
TrueAdvisor
JD
CFP
JD
CFP

John Dodds

Dodds Wealth, LLC
9 Years of Experience
Greenwood Village, CO
View SEC Summary
View SEC Summary

John Dodds is a CFP-designated registered investment advisor at Dodds Wealth, LLC, based in Greenwood Village, CO, with 9 years of industry experience. John 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 Parkway Ste 720, Greenwood Village, CO, 80111

Get directions

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.

Learn about disclosures →
Other Business Activities

John operates Dodds Wealth Management Group as a DBA for his LPL business and provides financial planning and consulting services through it. He also provides investment advisory services through Dodds Wealth LLC and is an indirect owner of Dodds Tax, LLC, spending minimal time on the tax business.

Employment History
Current Registrations
Dodds Wealth, LLC
January 2023 - Present · 3 yrs 10 mos
Previous Registrations
Dodds Wealth Management Group
December 2017 - May 2023 · 5 yrs 5 mos
LPL Financial LLC
September 2017 - April 2023 · 5 yrs 7 mos
LPL Financial LLCBroker
September 2017 - March 2026 · 8 yrs 6 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.
More Advisors
More financial advisors in Greenwood Village, CO →All financial advisors in Colorado →