Advisor at Dogwood Financial Planning
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Firm
Dogwood Financial Planning
Location
Memphis, TN 38125
Credentials
CFP®, Series 65
Industry experience
17 years
Celia Brugge is a CFP® with 17 years of industry experience and has been the sole advisor at Dogwood Financial Planning since 2007. She holds a Series 65 license and is based in Eads, Tennessee. Dogwood Financial Planning offers fee-only, hourly financial planning and investment advice primarily to individuals, families, and trusts approaching retirement. The firm emphasizes a fundamental, long-term buy-and-hold investment approach using diversified, low-cost index funds and ETFs, with services structured as discrete recommendations rather than ongoing portfolio management.
Based on Dogwood Financial Planning
Fixed fees may be charged based on estimated hours multiplied by hourly rate; deposit of $500 or half of total fee-estimate required
$300/hour, billed in six-minute increments
Fee-only: Fee-only, hourly basis at $300/hour, billed in six-minute increments
8295 Tournament Drive
Memphis, TN 38125
Arkansas · Louisiana · Mississippi · Tennessee
Dogwood Financial Planning
2007 - Present (19 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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