# Rory Jones

> Rory Jones 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.

Page: https://find.wellspent.co/advisors/rory-jones/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Dogwood Wealth Management
- **Based in:** Lenexa, Kansas
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $257.2M across 839 accounts
- **Credentials:** CFP
- **CRD:** 5598236 (https://adviserinfo.sec.gov/individual/summary/5598236)
- **SEC registration:** Investment adviser representative in KS, MO
- **Exams passed:** Series 63 (2010), Series 66 (2011)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://fb.com/dogwoodwealth

## Frequently asked questions

### Is Rory Jones a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Rory 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 Rory charge for financial advice?

Rory's firm, Dogwood Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Rory Jones based?

Rory Jones is based in Lenexa, Kansas.

### What credentials does Rory Jones hold?

Rory Jones holds the CFP credential.

### Is Rory Jones registered with the SEC?

Yes. Rory Jones is registered as an investment adviser representative in KS and MO (CRD 5598236), 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 Rory Jones?

Through Rory's website, fb.com/dogwoodwealth.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5598236): 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

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