PlannerFees

Dogwood Financial Planning fees and pricing

Financial planner in Memphis, Tennessee. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 31, 2026, Dogwood Financial Planning charges $300 an hour and a flat or project fee of $500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$300/hr
“Dogwood Financial Planning charges $300/hour, billed in six-minute increments.”
Flat or project fee
$500
“Upon entering into an agreement for Dogwood Financial Planning to provide services, we require a deposit of $500 or half of the total fee-estimate, whichever is less.”

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

How Dogwood Financial Planning bills

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

  • “Payment with a credit card may incur an additional processing fee.”
  • “Payment by check, bank transfer, or other currently accepted method of payment will incur no such fee.”

How Dogwood Financial Planning’s fees compare

  • Its hourly rate of $300 is above the Tennessee median of $275. 55% of the 111 other Tennessee planners that publish an hourly rate charge less.
  • 1 of the 10 other planners in Memphis that publish an hourly rate charge less.
  • Its flat or project fee of $500 is below the Tennessee median of $3,000. 4% of the 89 other Tennessee planners that publish a flat or project fee charge less.
  • 1 of the 6 other planners in Memphis that publish a flat or project fee charge less.
  • It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Dogwood Financial Planning

“We provide fee-only, hourly, as-needed financial planning and investment advice to individuals from all walks of life, specializing in providing advice to people approaching retirement.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Celia Brugge
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Founded: 2007 (19 years).

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees
Charges a % of assets
No
Clients
57
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
145889
Website
celiabrugge.com (opens in new tab)
Phone
(901) 969-4500

Can advise clients in 4 states: Arkansas, Louisiana, Mississippi, Tennessee

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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.