Firm
Dodge Wealth Management
Foxboro, Massachusetts
Fee-only
Dodge Wealth Management at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 107 individual clients, 34 of them high net worth.
- Its average account is about $833,000 (assets it manages divided by its 107 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Foxboro, Massachusetts |
|---|---|
| Website | gregdodgelpl.com |
| Phone | (508) 543-3500 |
Dodge Wealth Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1.35% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Assets Under Management Fee 1.35% Quarterly" source
"Assets Under Management Fee 1.35% Quarterly Portfolio management for individuals" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $89 million |
| Individual clients | 73 |
| High-net-worth clients | 34 |
| Accounts managed | 107 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | May 21, 2026 |
| SEC record | CRD 170892 |