Kyle Dodson
The Advisory Group of San Francisco · San Francisco, California
Kyle Dodson is a fee-only financial advisor at The Advisory Group of San Francisco in San Francisco, California, who holds the CFP credential. Kyle focuses on divorce financial planning. The Advisory Group of San Francisco reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Mid-life transitions
Facts
| Firm | The Advisory Group of San Francisco |
|---|---|
| Based in | San Francisco, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $809.9M across 392 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, OH · CRD 6648879 |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.advisorygroupsf.com |
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Questions about Kyle
Is Kyle Dodson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kyle holds no broker registration, and The Advisory Group of San Francisco reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kyle charge for financial advice?
Kyle's firm, The Advisory Group of San Francisco, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kyle Dodson based?
Kyle Dodson is based in San Francisco, California.
What does Kyle specialize in?
Kyle's specialties include divorce financial planning. Kyle works with mid-life transitions.
What credentials does Kyle Dodson hold?
Kyle Dodson holds the CFP credential.
Is Kyle Dodson registered with the SEC?
Yes. Kyle Dodson is registered as an investment adviser representative in CA and OH (CRD 6648879), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The Advisory Group of San Francisco manage?
The Advisory Group of San Francisco reports $809.9M across 392 accounts in assets under management.
How do I contact Kyle Dodson?
Through Kyle's website, www.advisorygroupsf.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
- The Advisory Group of San Francisco 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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