Dogwood Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
57
33% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
57
HighAverage account size
$0
About
Dogwood Financial Planning serves individuals, families and trusts, with particular emphasis on clients approaching retirement, providing financial planning, investment advice, and educational workshops. The firm offers fee-only, as‑needed planning across areas such as retirement, income and expense planning, tax, estate, and education planning.
When engaged for investment advice the firm follows a fundamental, long-term, buy-and-hold approach that emphasizes strategic asset allocation and the use of low-cost, no-load index funds and ETFs, with recommended annual rebalancing. Typical engagements are advisory and finite: the adviser gathers client information, recommends an asset allocation and specific investments, and clients are expected to re-engage for periodic reviews rather than receive continuous monitoring or discretionary management.
Notably, the firm does not provide ongoing portfolio management or discretionary investment services and does not charge percentage‑of‑assets‑under‑management fees, which is atypical among independent advisers. The firm also does not take custody of client assets, directs clients to retain third‑party custodians, and is affiliated with professional networks (Garrett Planning Network and NAPFA) that reflect its fee-only, planner-focused practice model.
Client services
Financial planning
Expertise
General retirement planning
Income planning
General tax planning
General estate planning guidance
College savings (529s, UTMA, etc.)
Demographic focus
Approaching retirement
Fee options
Fixed fees for plans or advising based on hourly rate multiplied by estimated hours; payment terms vary with engagement length
$300/hour billed in six-minute increments
Fee-only: Fee-only, hourly basis at $300/hour billed in six-minute increments; occasionally fixed fees based on estimated hours
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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.
-
Lawyer
They provide legal services, typically billed separately.
-
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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