Rory Jones
Dogwood Wealth Management · Lenexa, Kansas
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.
Request an introduction to Rory →
Facts
| Firm | Dogwood Wealth Management |
|---|---|
| Based in | Lenexa, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $257.2M across 839 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KS, MO · CRD 5598236 |
| Exams passed | Series 63 (2010) · Series 66 (2011) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | fb.com/dogwoodwealth |
How Rory's firm compares
- Dogwood Wealth Management's average account is about $307,000, from its Form ADV (assets managed divided by 839 accounts).
Request an introduction to Rory
Tell Rory a little about what you're looking for. Rory isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Rory
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Lenexa
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
- 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.
See something wrong? Request a correction. Read our methodology.