Rebecca Dodge
Brian D. Lowder · San Diego, California
Rebecca Dodge is a fee-only financial advisor at Brian D. Lowder in San Diego, California, who holds the CFP and CFA credentials. Rebecca charges a flat fee or retainer, hourly fees, an ongoing planning fee and a percentage of assets.
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Facts
| Firm | Brian D. Lowder |
|---|---|
| Based in | San Diego, California |
| Fee model | Flat fee or retainer · Hourly · Ongoing planning fee · Percentage of assets |
| Assets under management | $388.1M across 643 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CA · CRD 8170377 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | bdlowder.com |
| Profile |
How Rebecca's firm compares
- Brian D. Lowder's average account is about $604,000, from its Form ADV (assets managed divided by 643 accounts).
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Questions about Rebecca
Is Rebecca Dodge a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rebecca holds no broker registration, and Brian D. Lowder reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Rebecca charge for financial advice?
Rebecca charges a flat fee or retainer, hourly fees, an ongoing planning fee and a percentage of assets.
Where is Rebecca Dodge based?
Rebecca Dodge is based in San Diego, California.
What credentials does Rebecca Dodge hold?
Rebecca Dodge holds the CFP and CFA credentials.
Is Rebecca Dodge registered with the SEC?
Yes. Rebecca Dodge is registered as an investment adviser representative in CA (CRD 8170377), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Brian D. Lowder manage?
Brian D. Lowder reports $388.1M across 643 accounts in assets under management.
How do I contact Rebecca Dodge?
Through Rebecca's website, bdlowder.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
- Brian D. Lowder 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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