Dogwood Capital Management fees
Financial planner in Prescott, Arizona. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 29, 2026, Dogwood Capital Management (Prescott, AZ) charges $250-$500 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 29, 2026. Fees can change.
- Hourly rate
- $250-
$500/hr Runs from below the Arizona median of $300 to above it.
“Fees for Advisory Services Financial Planning and Consulting Services Dogwood offers financial planning and consulting at an hourly rate of $250 to $500 per hour.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- Solo practice (one employee)
How Dogwood Capital Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Investment advisory fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the investment advisory agreement.”
- “Financial planning fees are invoiced by the Advisor and are due in advance.”
- “Orion/Townsquare/OCIO calculates these fees on a quarterly basis, in advance, using period-end account or sleeve values.”
About Dogwood Capital Management
- Founded: 1999 (27 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 45
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $46 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of September 29, 2026
- CRD number
- 126568 (opens in new tab)
- Phone
- (928) 237-5219
Other planners in Prescott that publish fees
- Lane Brothers Investment CounselPrescottFlat $1,500-$5,000
- Montoya Wealth ManagementPrescottHourly $300/hr, Flat $3,000-$6,000
- Yavapai Financial Planning, L.L.C.PrescottHourly $250/hr, Flat $500-$15,000
- Percheron Consulting, LLCPrescottHourly $150-$250/hr 2024 brochure
- S.E. Thorn & Co.PrescottHourly $185/hr, Flat up to $1,000 2022 brochure
More planners in Arizona that publish fees
- Fortitude Family OfficeScottsdaleHourly $270-$600/hr, Annual from $20,000/yr
- Forward Financial Planning LLCPhoenixHourly $300/hr, Flat up to $4,500
- The Coleridge Group LLCPhoenixHourly $250-$500/hr, Flat $4,800
- Life Strategy PartnersTucsonHourly $250-$750/hr, Flat $1,500
- 21:5 Advisors, LLCPeoriaHourly $500/hr, Flat up to $50,000
- Zenith Wealth AdvisorsScottsdaleHourly up to $350/hr, Flat $2,500-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.