John Dodds is a CFP-designated registered investment advisor at Dodds Wealth, LLC, based in Greenwood Village, CO, with 8 years of industry experience. John 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
5251 Dtc Parkway Ste 720, Greenwood Village, CO, 80111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
Previous Registrations
Dodds Wealth Management Group
LPL Financial LLC
LPL Financial LLCBroker
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.