Kevin Dodgson
Shetland Financial · Center Valley, Pennsylvania
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.
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Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Shetland Financial |
|---|---|
| Based in | Center Valley, Pennsylvania |
| Fee model | Flat fee or retainer |
| Assets under management | $3.1M across 6 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in PA · CRD 7247408 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.shetlandwealth.com |
| Profile |
How Kevin's firm compares
- Shetland Financial's average account is about $517,000, from its Form ADV (assets managed divided by 6 accounts).
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Questions about Kevin
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.
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
- Shetland Financial 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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