Dodds Wealth, LLC

Dodds Wealth advises individuals (including high‑net‑worth clients), employer‑sponsored retirement plans, trusts and estates, providing discretionary and non‑discretionary portfolio management, financial planning, retirement‑plan consulting, and limited investment consulting. The firm also facilitates estate‑planning documents through a third‑party technology provider and offers tax preparation services via an affiliated entity, and reports roughly $706 million in regulatory assets under management.

The firm follows an active, asset‑allocation centered process that generally uses equities, exchange‑traded funds, and no‑load or load‑waived mutual funds, applying fundamental, quantitative and technical analysis with periodic rebalancing and the option to employ sub‑advisors. Dodds Wealth tailors portfolios to client profiles and time horizons, accepts trading restrictions when appropriate, and manages accounts on both discretionary and non‑discretionary bases.

Notable operational features disclosed in the firm brochure include operating its advisory services as a wrap fee program with an Asset‑Based Pricing arrangement through its custodian and participation in LPL‑sponsored programs, which consolidates transaction costs and execution. The firm also has a formal arrangement with DPL Financial Partners to manage investments inside commission‑based and commission‑free insurance products, alongside affiliated tax services and a subscription financial‑planning offering aimed at younger professionals.