Allie Houston
Dogwood Wealth Management · Lenexa, Kansas
Allie Houston is a fee-only financial advisor at Dogwood Wealth Management in Lenexa, Kansas, who holds the CFP credential. Dogwood Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Dogwood Wealth Management |
|---|---|
| Based in | Lenexa, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $257.2M across 839 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KS · CRD 7795037 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | fb.com/dogwoodwealth |
How Allie's firm compares
- Dogwood Wealth Management's average account is about $307,000, from its Form ADV (assets managed divided by 839 accounts).
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Questions about Allie
Is Allie Houston a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Allie holds no broker registration, and Dogwood Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Allie charge for financial advice?
Allie's firm, Dogwood Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Allie Houston based?
Allie Houston is based in Lenexa, Kansas.
What credentials does Allie Houston hold?
Allie Houston holds the CFP credential.
Is Allie Houston registered with the SEC?
Yes. Allie Houston is registered as an investment adviser representative in KS (CRD 7795037), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Dogwood Wealth Management manage?
Dogwood Wealth Management reports $257.2M across 839 accounts in assets under management.
How do I contact Allie Houston?
Through Allie's website, fb.com/dogwoodwealth.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Lenexa
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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