Dogwood Financial Planning at a glance
- One of 180 fee-only firms based in Tennessee in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 57 individual clients, 19 of them high net worth.
- Its website says it's taking new clients.
Fee-only advisors in Tennessee · What fee-only advisors charge in Tennessee
Facts
| Based in | Memphis, Tennessee |
|---|---|
| Website | dogwoodfinancialplanning.com |
| [email protected] | |
| Phone | (901) 969-4500 |
Questions about Dogwood Financial Planning
How much does Dogwood Financial Planning charge?
Dogwood Financial Planning publishes these prices: hourly: $300 an hour. We found this on its website, checked October 28, 2026.
Does Dogwood Financial Planning have an account minimum?
No. Dogwood Financial Planning says it has no account minimum. We found this on its website, checked October 28, 2026.
How is Dogwood Financial Planning paid?
Dogwood Financial Planning's Form ADV says it is paid by: hourly, fixed fees.
How many advisors does Dogwood Financial Planning have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Dogwood Financial Planning.
What does Dogwood Financial Planning specialize in?
Dogwood Financial Planning's advisors and website list retirement planning, tax planning and estate & legacy planning.
Is Dogwood Financial Planning accepting new clients?
Yes, according to Dogwood Financial Planning's website, checked October 28, 2026.
Dogwood Financial Planning fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Hourly | $300 an hour |
|---|---|
| Account minimum | None |
| How it charges | Hourly · One-time plans or projects |
In the firm's words
"Our services are $300 per hour , billable in six-minute increments." source
"Unlike many financial advisory firms, we have no requirements for a minimum account size or minimum net worth." source
"Our services are $300 per hour , billable in six-minute increments." source
"Our services are $300 per hour , billable in six-minute increments." 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 | Hourly · Fixed fees |
|---|---|
| Individual clients | 38 |
| High-net-worth clients | 19 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 145889 |