Jason Newcomer
Dogwood Wealth Management · Lenexa, Kansas
Jason Newcomer is a fee-only financial advisor at Dogwood Wealth Management in Lenexa, Kansas, who holds the CFP credential. 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KS, MO · CRD 5563175 |
| Exams passed | Series 63 (2009) · Series 66 (2011) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | fb.com/dogwoodwealth |
| Profile |
How Jason'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 Jason
Is Jason Newcomer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason 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 Jason charge for financial advice?
Jason's firm, Dogwood Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jason Newcomer based?
Jason Newcomer is based in Lenexa, Kansas.
What credentials does Jason Newcomer hold?
Jason Newcomer holds the CFP credential.
Is Jason Newcomer registered with the SEC?
Yes. Jason Newcomer is registered as an investment adviser representative in KS and MO (CRD 5563175), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Dogwood Wealth Management manage?
Dogwood Wealth Management reports $257.2M across 839 accounts in assets under management.
How do I contact Jason Newcomer?
Through Jason'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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