# David Dodd

> David Dodd is a fee-only financial advisor at The Other 90 Financial, LLC in Mount Vernon, Indiana, who holds the CFP credential. David charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $9,500 a year and typically works with clients with $750,000 or more) and focuses on tax planning, estate & legacy planning and flat-fee planning.

Page: https://find.wellspent.co/advisors/david-dodd/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** The Other 90 Financial, LLC
- **Based in:** Mount Vernon, Indiana
- **Fee model:** Flat fee or retainer; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $9,500 a year; typically works with clients with $750,000 or more
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $14.7M across 74 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Estate & legacy planning, Flat-fee planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 6833370 (https://adviserinfo.sec.gov/individual/summary/6833370)
- **SEC registration:** Investment adviser representative in IL, IN
- **Exams passed:** Series 66 (2019)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://theother90.com

## Frequently asked questions

### Is David Dodd a fee-only financial advisor?

Yes. David Dodd is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by David's firm.

### How does David charge for financial advice?

David charges a flat fee or retainer and an ongoing planning fee.

### How much does David charge?

According to The Other 90 Financial, LLC's website, checked October 28, 2026: ongoing planning from $9,500 a year; typically works with clients with $750,000 or more.

### Does David work with clients virtually?

Yes. The Other 90 Financial, LLC says on its website that it works with clients remotely.

### Where is David Dodd based?

David Dodd is based in Mount Vernon, Indiana.

### What does David specialize in?

David's specialties include tax planning, estate & legacy planning and flat-fee planning. David works with retirees and pre-retirees.

### What credentials does David Dodd hold?

David Dodd holds the CFP credential.

### Is David Dodd registered with the SEC?

Yes. David Dodd is registered as an investment adviser representative in IL and IN (CRD 6833370), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does The Other 90 Financial, LLC manage?

The Other 90 Financial, LLC reports $14.7M across 74 accounts in assets under management.

### How do I contact David Dodd?

Through David's website, theother90.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/david-dodd-11277): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.theother90.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.