Dogwood Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Demographic focus
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
8295 Tournament Drive
Memphis TN 38125
Advisors at this office
1
Most active in
Arkansas · Louisiana · Mississippi · Tennessee
Also doing business as
Celia King Brugge · Dogwood Financial Planning
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.
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