Erik Dodds
Whitwell Advisors · Clear Lake, Minnesota
Erik Dodds is a fee-only financial advisor at Whitwell Advisors in Clear Lake, Minnesota. Whitwell Advisors reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Whitwell Advisors |
|---|---|
| Based in | Clear Lake, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $116.8M across 489 accounts |
| SEC registration | Investment adviser representative in HI, MN, NV, TX · CRD 4356082 |
| Exams passed | Series 63 (2006) · Series 65 (2007) |
| Firm size | 9 employees |
| Disclosures | Reported; see the SEC record |
| Website | linktr.ee/whitwellpr |
How Erik's firm compares
- Whitwell Advisors's average account is about $239,000, from its Form ADV (assets managed divided by 489 accounts).
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Questions about Erik
Is Erik Dodds a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Erik holds no broker registration, and Whitwell Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Erik charge for financial advice?
Erik's firm, Whitwell Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Erik Dodds based?
Erik Dodds is based in Clear Lake, Minnesota.
Is Erik Dodds registered with the SEC?
Yes. Erik Dodds is registered as an investment adviser representative in HI, MN, NV and TX (CRD 4356082), 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 Whitwell Advisors manage?
Whitwell Advisors reports $116.8M across 489 accounts in assets under management.
How do I contact Erik Dodds?
Through Erik's website, linktr.ee/whitwellpr.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Minnesota
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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