David Dodd
The Other 90 Financial, LLC · Mount Vernon, Indiana
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Accepting new clients | Yes |
| Assets under management | $14.7M across 74 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL, IN · CRD 6833370 |
| Exams passed | Series 66 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | theother90.com |
| Profile |
How David's firm compares
- Ongoing planning starts at $9,500 a year, above the Indiana median of $3,500 for fee-only firms that publish prices.
- The Other 90 Financial, LLC's average account is about $199,000, from its Form ADV (assets managed divided by 74 accounts).
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Questions about David
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- The Other 90 Financial, LLC 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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