Celia Brugge
Dogwood Financial Planning · Memphis, Tennessee
Celia Brugge is a fee-only financial advisor at Dogwood Financial Planning in Memphis, Tennessee, who holds the CFP and MBA credentials. Celia charges hourly fees and a one-time planning fee ($300 an hour and no asset minimum) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Facts
| Firm | Dogwood Financial Planning |
|---|---|
| Based in | Memphis, Tennessee |
| Fee model | Hourly · One-time planning fee |
| Fees (firm's website) | $300 an hour · No asset minimum |
| Accepting new clients | Yes |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in AR, LA, MS, TN · CRD 5466726 |
| Exams passed | Series 65 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | dogwoodfinancialplanning.com |
How Celia's firm compares
- The hourly rate is $300, in line with the US median of $300 for fee-only firms that publish prices.
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Questions about Celia
Is Celia Brugge a fee-only financial advisor?
Yes. Celia Brugge is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Celia's firm.
How does Celia charge for financial advice?
Celia charges hourly fees and a one-time planning fee.
How much does Celia charge?
According to Dogwood Financial Planning's website, checked October 28, 2026: $300 an hour; no asset minimum.
Where is Celia Brugge based?
Celia Brugge is based in Memphis, Tennessee.
What does Celia specialize in?
Celia's specialties include retirement planning, tax planning and estate & legacy planning.
What credentials does Celia Brugge hold?
Celia Brugge holds the CFP and MBA credentials.
Is Celia Brugge registered with the SEC?
Yes. Celia Brugge is registered as an investment adviser representative in AR, LA, MS and TN (CRD 5466726), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How do I contact Celia Brugge?
Through Celia's website, dogwoodfinancialplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Dogwood Financial Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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