Eric Sheerin
Dogwood Wealth Management · Lenexa, Kansas
Eric Sheerin is a fee-only financial advisor at Dogwood Wealth Management in Lenexa, Kansas. 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 |
| SEC registration | Investment adviser representative in KS, MO, TX · CRD 4786798 |
| Exams passed | Series 63 (2004) · Series 66 (2006) |
| Firm size | 6 employees |
| Disclosures | Reported; see the SEC record |
| Website | fb.com/dogwoodwealth |
| Profile |
How Eric'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 Eric
Is Eric Sheerin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Eric 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 Eric charge for financial advice?
Eric's firm, Dogwood Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Eric Sheerin based?
Eric Sheerin is based in Lenexa, Kansas.
Is Eric Sheerin registered with the SEC?
Yes. Eric Sheerin is registered as an investment adviser representative in KS, MO and TX (CRD 4786798), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Dogwood Wealth Management manage?
Dogwood Wealth Management reports $257.2M across 839 accounts in assets under management.
How do I contact Eric Sheerin?
Through Eric'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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