Dogwood Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
57
33% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
57
Average account size
$0
About
Dogwood Financial Planning provides fee-only, hourly, as-needed financial planning and investment advice to individuals, families and trusts, with an emphasis on people approaching retirement. Services address both investment recommendations and broader planning needs, including retirement income, tax, estate and education planning.
When engaged for investment advice the firm follows a fundamental, long-term buy-and-hold approach that emphasizes diversified asset allocation and primarily recommends low-cost, no-load index funds and ETFs with annual rebalancing. Engagements are structured as discrete recommendations rather than ongoing investment management; clients are expected to initiate follow-up reviews or re-engage the firm as needed.
What is distinctive about the firm is its hourly, fee-only pricing and explicit avoidance of percentage‑of‑AUM billing and discretionary portfolio custody, which supports an as‑needed planning model rather than continuous asset management. The firm also offers educational workshops, imposes no stated client minimums, and is affiliated with national fee‑only networks focused on serving a broad range of individual clients.
Client services
Financial planning
Expertise
General retirement planning
Income planning
General tax planning
General estate planning guidance
Demographic focus
Approaching retirement
Fee options
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
Main office location
Dogwood Financial Planning
8295 Tournament Drive, Suite 150
Memphis TN 38125-8906, United States
Number of offices
2
Most active in
Dogwood Financial Planning has reported serving >5 clients in these states in the last 12 months.
Arkansas · Louisiana · Mississippi · Tennessee
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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.
Forms ADV
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