Brent Lee
Dodds Wealth · Greenwood Village, Colorado
Brent Lee is a fee-only financial advisor at Dodds Wealth in Greenwood Village, Colorado. Brent focuses on estate & legacy planning and sustainable & impact investing. Dodds Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Dodds Wealth |
|---|---|
| Based in | Greenwood Village, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $706.2M across 1,338 accounts |
| SEC registration | Investment adviser representative in CO, TX · CRD 6549453 |
| Exams passed | Series 66 (2025) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.doddswealth.com |
How Brent's firm compares
- Dodds Wealth's average account is about $528,000, from its Form ADV (assets managed divided by 1,338 accounts).
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Questions about Brent
Is Brent Lee a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brent holds no broker registration, and Dodds Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brent charge for financial advice?
Brent's firm, Dodds Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brent Lee based?
Brent Lee is based in Greenwood Village, Colorado.
What does Brent specialize in?
Brent's specialties include estate & legacy planning and sustainable & impact investing.
Is Brent Lee registered with the SEC?
Yes. Brent Lee is registered as an investment adviser representative in CO and TX (CRD 6549453), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Dodds Wealth manage?
Dodds Wealth reports $706.2M across 1,338 accounts in assets under management.
How do I contact Brent Lee?
Through Brent's website, www.doddswealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Dodds Wealth website : specialties, clients served, and fees, checked October 30, 2026
- 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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