Dodds Wealth, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 2, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The hourly rate used for this purpose is $250/hour.”

Flat or project fee

$3,600⁠-⁠$25,000

“The fixed fees range from $3,600 to $25,000.”

Annual fee

$10,000/yr

“Advisory fees do not exceed $10,000 annually.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Dodds Wealth, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The fees for portfolio management are based on an annual percentage of assets under management and are applied to the account asset value on a pro-rata basis and billed quarterly in advance on a three-month billing cycle.”
• “Only the initial fee will be in arrears and based upon the date the account is accepted for management by execution of the advisory agreement by Dodds Wealth or when the assets are transferred through a three monthbilling cycle.”
• “Additional deposits and withdrawals will be added or subtracted from the assets in a prorated basis to adjust the account fee.”

How Dodds Wealth, LLC’s fees compare

• Its hourly rate of $250 is below the Colorado median of $300. 27% of the 231 other Colorado planners that publish an hourly rate charge less.
• 3 of the 11 other planners in Greenwood Village that publish an hourly rate charge less.
• Its flat or project fee of $3,600-$25,000 spans the Colorado median of $5,250. 89% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 11 of the 13 other planners in Greenwood Village that publish a flat or project fee charge less.
• Its annual fee of $10,000 is above the Colorado median of $7,750. 58% of the 57 other Colorado planners that publish an annual fee charge less.
• 2 of the 4 other planners in Greenwood Village that publish an annual fee charge less.

About Dodds Wealth, LLC

• Firm size: 11 employees.
• Registered as an adviser: 2022 (4 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

421

Employees

11

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services

Assets managed

$706,175,885

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

323632

Website

doddswealth.com (opens in new tab)

Phone

(303) 539-3900

Can advise clients in 13 states: Arizona, California, Colorado, Florida, Georgia, Kansas, North Carolina, Nebraska, Ohio, Oregon, Texas, Washington, Wyoming

Other planners in Greenwood Village that publish fees

• Alpha Capital Family Office, LLCGreenwood Village$1,000⁠-⁠$300,000
• Bolhan WealthGreenwood Village$2,500⁠-⁠$10,000
• Downing Street Wealth Management LLCGreenwood Village$85/hr
• Heirloom Wealth Management LLCGreenwood Village$200/hr, $1,000⁠-⁠$20,000
• InclinevestGreenwood Village$400⁠-⁠$500/hr, $2,500⁠-⁠$12,000
• Marshall Investment Management, LLCGreenwood Village$200⁠-⁠$500/hr, $2,500⁠-⁠$15,000

Compare all 29 planners in Greenwood Village