Dogwood Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Dogwood Wealth Management is an SEC‑registered advisory firm that manages assets for individuals, high‑net‑worth clients, trusts, estates, businesses and retirement plans; the firm operates as a small team of advisors with roughly $257 million in discretionary assets under management and serves a few hundred client relationships. Its service offerings include discretionary portfolio management, ongoing financial planning and consulting, retirement plan advisory (3(21) assistance), and occasional assistance identifying lending solutions.
The firm generally pursues a long‑term, fundamental analysis‑driven investment approach, building diversified portfolios primarily with ETFs and mutual funds while using individual equities, bonds, model portfolios, periodic rebalancing and tax‑aware strategies as appropriate to client objectives. Dogwood Wealth also offers a subscription-style financial planning program delivered month‑to‑month and may use separately managed accounts where suitable.
A distinguishing feature is the firm’s common ownership with an affiliated tax and accounting practice; the two firms refer clients to one another and disclose that relationship while noting clients are free to choose other providers. The firm also requires clients to custody assets at a single, institutional custodian, a platform relationship that supplies software and support to the advisor and is disclosed as a potential conflict of interest.
Client services
Expertise
Occupation focus
Fee options
Fixed engagement fees for financial planning based on estimated hours
$0 - $500,000: 1.20% annually $500,001 - $1,000,000: 1.10% annually $1,000,001 - $2,000,000: 1.00% annually $2,000,001 - $3,000,000: 0.90% annually $3,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.60% annually
$250 per hour for certain financial planning engagements
$80 per month for Elements financial planning service, billed monthly in advance
Fee-only: Financial planning fixed fees based on $250/hour; Elements financial planning service at $80/month billed monthly in advance; retirement plan advisory fees up to 1.00% annually
Main office
8813 Penrose Ln, Suite 350
Lenexa KS 66219
Advisors at this office
4
Most active in
Arizona · Florida · Kansas · Missouri · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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
Eric S
Series 63, Series 66
Lenexa, KS
Dogwood Wealth Management, LLC
Eric Sheerin is a financial advisor with Dogwood Wealth Management, LLC in Lenexa, KS, holding Series 63 and Series 66 designations and possessing 22 years of industry experience. His prior roles include positions at Mutual Securities, Inc. and Barber Financial Group. Dogwood Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing approximately $257 million in discretionary assets. The firm employs a long-term, fundamental analysis-driven investment approach with diversified portfolios primarily composed of ETFs and mutual funds, and offers services including discretionary portfolio management, financial planning, and retirement plan advisory.
Allie H
CFP®
Lenexa, KS
Dogwood Wealth Management, LLC
Allie Houston is a CFP® professional with one year of industry experience, currently serving at Dogwood Wealth Management, LLC. Prior to joining Dogwood, she held roles at Legacy Financial Strategies, LLC and various positions related to Kansas State University and other organizations. Dogwood Wealth Management serves individuals, trusts, estates, businesses, and retirement plans by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm emphasizes a long-term, strategic asset-allocation approach using low-cost ETFs and mutual funds, supplemented by individual equities or fixed income, and integrates coordinated tax and accounting services through an affiliated firm.
Jason N
CFP®, Series 63, Series 66
Lenexa, KS
Dogwood Wealth Management, LLC
Jason Newcomer is a CFP® with 17 years of industry experience, currently serving as an advisor at Dogwood Wealth Management, LLC since 2022. Prior to this, he worked at Barber Financial Group for 13 years and operated Newcomer & Associates for 16 years. Dogwood Wealth Management is an SEC-registered advisory firm that manages approximately $257 million in discretionary assets for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses a long-term, fundamental analysis-driven approach to build diversified portfolios through ETFs, mutual funds, individual securities, and tax-aware strategies.
Rory J
CFP®, Series 63, Series 66
Lenexa, KS
Dogwood Wealth Management, LLC
Rory Jones is a CFP® with 16 years of industry experience, currently serving as an advisor at Dogwood Wealth Management, LLC since 2024. Prior to this, he worked at Modern Wealth Management, LLC and Barber Financial Group. Dogwood Wealth Management is an SEC-registered advisory firm managing approximately $257 million in discretionary assets for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term, fundamental analysis-driven investment approach, offering diversified portfolios primarily consisting of ETFs and mutual funds alongside financial planning and retirement plan advisory services.
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