Advisor at Blodgett Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Blodgett Wealth Advisors, LLC
Location
Brentwood, CA
Credentials
Series 63
Industry experience
23 years
Dennis Blodgett is a financial advisor at Blodgett Wealth Advisors, LLC in Brentwood, CA, holding a Series 63 designation and bringing 23 years of industry experience. He previously worked at Intersect Capital LLC for 20 years before joining his current firm in 2021. Blodgett Wealth Advisors, LLC manages approximately $251 million for over 100 clients, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm serves individuals, trusts, pension and profit-sharing plans, and business entities, implementing portfolios with a range of asset types and employing multiple analytical methods alongside tailored asset allocation strategies.
Based on Blodgett Wealth Advisors, LLC
Based on Blodgett Wealth Advisors, LLC
Financial Planning & Consulting: flat fees up to $2,500; Retirement Plan Consulting: flat fee basis
Financial Planning & Consulting: up to $250/hour; Retirement Plan Consulting: hourly fee basis
Fee-only: Financial Planning & Consulting: hourly fee up to $250/hour; flat fees up to $2,500; Retirement Plan Consulting: hourly or flat fee or percentage of plan assets up to 1.00%
Brentwood, CA
California · Texas
Blodgett Wealth Advisors, LLC
2021 - Present (5 years)
Intersect Capital LLC
2001 - 2021 (20 years)
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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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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