Greg Dodge
Dodge Wealth Management · Foxboro, Massachusetts
Greg Dodge is a fee-only financial advisor at Dodge Wealth Management in Foxboro, Massachusetts. Greg charges a percentage of assets (1.35% a year on the first tier of assets managed).
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Facts
| Firm | Dodge Wealth Management |
|---|---|
| Based in | Foxboro, Massachusetts |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.35% a year on the first tier of assets managed |
| Assets under management | $89.1M across 107 accounts |
| SEC registration | Investment adviser representative in MA · CRD 2645389 |
| Exams passed | Series 63 (1995) · Series 66 (2007) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.gregdodgelpl.com |
How Greg's firm compares
- Dodge Wealth Management's average account is about $833,000, from its Form ADV (assets managed divided by 107 accounts).
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Questions about Greg
Is Greg Dodge a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Greg holds no broker registration, and Dodge Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Greg charge for financial advice?
Greg charges a percentage of assets.
How much does Greg charge?
According to Dodge Wealth Management's website, checked October 30, 2026: 1.35% a year on the first tier of assets managed.
Where is Greg Dodge based?
Greg Dodge is based in Foxboro, Massachusetts.
Is Greg Dodge registered with the SEC?
Yes. Greg Dodge is registered as an investment adviser representative in MA (CRD 2645389), 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 Dodge Wealth Management manage?
Dodge Wealth Management reports $89.1M across 107 accounts in assets under management.
How do I contact Greg Dodge?
Through Greg's website, www.gregdodgelpl.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Dodge Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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