Dodds Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
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.
Client services
Expertise
Demographic focus
Fee options
Fixed financial planning fees range from $3,600 to $25,000; financial planning subscription fees paid in advance in equal installments
Maximum annual advisory fee of 1.00%, applied pro-rata and billed quarterly in advance
$250/hour for limited scope consulting and for prorated financial planning fee if terminated early
Financial planning subscription fees vary and are paid monthly, quarterly, or semi-annually in advance as specified in agreement
Account minimum: $200,000
Main office
See office5251 Dtc Parkway Ste 720
Greenwood Village CO 80111
Advisors at this office
6
Offices (2)
Most active in
Arizona · California · Colorado · Florida · Georgia · Kansas · Nebraska · North Carolina · Ohio · Oregon · Texas · Washington · Wyoming
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Quick links
Advisors at this firm
Andrew D
CFP®, Series 63, Series 65
Greenwood Village, CO
Dodds Wealth, LLC
Andrew Dodds is a CFP® professional with 35 years of experience in the financial advisory industry. He is the principal advisor at Dodds Wealth, LLC, where he has worked since 2022, following a long tenure at LPL Financial and Dodds Wealth Management Group. He is also involved with Dodds Tax, LLC, an affiliated tax services entity. Dodds Wealth advises individuals, employer-sponsored retirement plans, trusts, and estates, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs an active, asset-allocation centered approach using equities, ETFs, and mutual funds, tailoring portfolios to client needs and managing accounts on both discretionary and non-discretionary bases.
Brent L
Series 66
Greenwood Village, CO
Dodds Wealth, LLC
Brent Lee is a financial advisor at Dodds Wealth, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Equity Advisor Solutions. He is also involved with Dodds Tax, LLC, an affiliated entity providing tax preparation services. Dodds Wealth advises individuals, employer-sponsored retirement plans, trusts, and estates with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm uses an active, asset-allocation focused approach incorporating equities, ETFs, and mutual funds, tailoring portfolios to client profiles and time horizons.
Brennan P
CFP®, Series 66
Greenwood Village, CO
Dodds Wealth, LLC
Brennan Pate is a CFP® and holds a Series 66 license with 13 years of experience in the financial industry. He has worked at LPL Financial and Dodds Wealth Management Group before joining Dodds Wealth, LLC, where he currently serves as an advisor. Dodds Wealth, LLC advises individuals, employer-sponsored retirement plans, trusts, and estates with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs an active, asset-allocation centered investment approach using equities, ETFs, and mutual funds, tailoring portfolios to client needs and managing roughly $706 million in assets.
Dean N
Series 63, Series 65
Greenwood Village, CO
Dodds Wealth, LLC
Dean Norsworthy is a financial advisor with Dodds Wealth, LLC in Greenwood Village, CO, holding Series 63 and Series 65 designations and four years of industry experience. His prior roles include positions at LPL Financial and All-Phase Concrete Construction, Inc. He provides investment advisory and financial planning services through Dodds Wealth, an independent registered investment advisory firm. Dodds Wealth advises individuals, including high-net-worth clients, retirement plans, trusts, and estates, offering portfolio management, financial planning, retirement-plan consulting, and limited investment consulting. The firm employs an active, asset-allocation centered approach using equities, ETFs, and mutual funds, tailoring portfolios to client profiles and managing accounts on both discretionary and non-discretionary bases.
Deanna M
Series 66
Colorado Springs, CO
Dodds Wealth, LLC
Deanna Meyer is a financial advisor with Dodds Wealth, LLC in Colorado Springs, Colorado, holding a Series 66 designation and 23 years of industry experience. She previously worked at LPL Financial and Dodds Wealth Management Group. Dodds Wealth, LLC serves individuals, employer-sponsored retirement plans, trusts, and estates, offering portfolio management, financial planning, retirement-plan consulting, and limited investment consulting. The firm employs an active, asset-allocation centered approach using equities, ETFs, and mutual funds, tailoring portfolios to client needs and managing accounts on both discretionary and non-discretionary bases.
John D
CFP®, Series 66
Greenwood Village, CO
Dodds Wealth, LLC
John Dodds is a CFP® with nine years of industry experience. He is currently a financial advisor at Dodds Wealth, LLC, where he has worked since 2022. Prior to that, he was associated with LPL Financial and Dodds Wealth Management Group. He is also involved with Dodds Tax, LLC, an affiliated tax services entity. Dodds Wealth, LLC advises individuals, including high-net-worth clients, retirement plans, trusts, and estates, providing portfolio management, financial planning, and retirement-plan consulting. The firm employs an active, asset-allocation centered investment process using equities, ETFs, and mutual funds, tailoring portfolios to client profiles and time horizons while offering both discretionary and non-discretionary account management.
Natalie F
Series 66
Greenwood Village, CO
Dodds Wealth, LLC
Natalie Ford is a financial advisor at Dodds Wealth, LLC with one year of industry experience. She holds a Series 66 credential and previously worked at LPL Financial and the University of Denver. Dodds Wealth advises individuals, employer-sponsored retirement plans, trusts, and estates, providing portfolio management, financial planning, retirement-plan consulting, and limited investment consulting. The firm uses an active, asset-allocation centered approach with equities, ETFs, and no-load mutual funds, managing roughly $706 million in assets.
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