Erik Dodds
Advisor at CRG Wealth, LLC
Updated today
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
CRG Wealth, LLC
Location
Clear Lake, MN 55319
Credentials
Series 63, Series 65
Industry experience
19 years
About
Erik Dodds is a financial advisor with Whitwell Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He is the owner of Crown Wealth Management, LLC, an insurance agency, and also manages ERD Consulting, LLC, which holds ownership of Canyon Ridge Group, LLC. Additionally, he is involved in several other business ventures, including Concentric Investment Opportunities, LLC and Seeds in Soil, LLC. Whitwell & Co., LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, businesses, institutional retirement plans, and financial intermediaries. The firm employs a mix of ETFs and selective individual securities within defined strategies, combining fundamental, technical, and macroeconomic analysis, and supports affiliated advisers through operational and compliance oversight across multiple offices.
Client services
Based on CRG Wealth, LLC
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
On-going financial planning/ financial coaching
On-going financial planning/ financial coaching
Expertise
Based on CRG Wealth, LLC
Options & derivatives strategies
Concentrated stock management
Tax-loss harvesting
Retirement plans for business owners (SEP, solo 401k)
Annuities
Fee options
Fixed fees for financial planning and pension consulting: $150 per hour.
$0 - $100,000: 2.00% $100,001 - $250,000: 1.75% $250,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - AND UP: 1.00%
Financial planning services: $150 per hour fixed rate; hourly fees between $150 and $500.
Clear Ridge Fund Partnership: 2.0% annual management fee (1/12th monthly) plus 20% performance allocation over high water mark.
On-going financial planning services monthly fixed fees between $49 and $300.
Fee-only: Financial planning fees: $150/hour fixed rate; Hourly fees between $150 and $500; On-going financial planning fees $49 to $300 monthly fixed fees.
Location
6083 125 Th Ave Se
Clear Lake, MN 55319
Most active in
Erik D has reported serving >5 clients in these states in the last 12 months.
Hawaii · Minnesota · Nevada · Texas
Work history
Whitwell & Co
2024 - Present (2 years)
Concentric Investment Opportunities, LLC
2020 - Present (6 years)
Seeds in Soil, LLC
2020 - Present (6 years)
CRG Wealth, LLC
2019 - Present (7 years)
Canyon Ridge Group, LLC;
2018 - Present (8 years)
ERD Consulting, LLC
2018 - Present (8 years)
Liberty Partners Financial Services, LLC
2017 - 2019 (2 years)
Liberty Partners Capital Management, LLC
2017 - 2019 (2 years)
J.W. Cole Financial, Inc.
2016 - 2017 (1 year)
J.W. Cole Advisors, Inc.
2016 - 2017 (1 year)
Crown Wealth Management, LLC
2004 - Present (22 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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