# Kevin Dodgson

> Kevin Dodgson is a fee-only financial advisor at Shetland Financial in Center Valley, Pennsylvania, who holds the CFA credential. Kevin charges a flat fee or retainer and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/kevin-dodgson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Shetland Financial
- **Based in:** Center Valley, Pennsylvania
- **Fee model:** Flat fee or retainer
- **Assets under management (firm):** $3.1M across 6 accounts
- **Credentials:** CFA
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Pre-retirees, Retirees
- **CRD:** 7247408 (https://adviserinfo.sec.gov/individual/summary/7247408)
- **SEC registration:** Investment adviser representative in PA
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.shetlandwealth.com

## Frequently asked questions

### Is Kevin Dodgson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Shetland Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Kevin charge for financial advice?

Kevin charges a flat fee or retainer.

### Where is Kevin Dodgson based?

Kevin Dodgson is based in Center Valley, Pennsylvania.

### What does Kevin specialize in?

Kevin's specialties include retirement planning, tax planning and estate & legacy planning. Kevin works with pre-retirees and retirees.

### What credentials does Kevin Dodgson hold?

Kevin Dodgson holds the CFA credential.

### Is Kevin Dodgson registered with the SEC?

Yes. Kevin Dodgson is registered as an investment adviser representative in PA (CRD 7247408), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Shetland Financial manage?

Shetland Financial reports $3.1M across 6 accounts in assets under management.

### How do I contact Kevin Dodgson?

Through Kevin's website, www.shetlandwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7247408): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://shetland-financial.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.