Dogwood Investment Advisors fees and pricing

Financial planner in Northbrook, Illinois. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 7, 2026, Dogwood Investment Advisors charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 7, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “The Advisor’s hourly fee will be billed at a rate of $250 per hour for either investment advisory services or financial planning.”

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

“New account fees will be prorated from the inception of the account to the end of the first month.”
“Hourly fee-based clients are billed monthly upon completion of work performed.”

Its hourly rate of $250 is below the Illinois median of $273. 27% of the 215 other Illinois planners that publish an hourly rate charge less.
1 of the 3 other planners in Northbrook that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2014 (12 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 26
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and newsletters and publications
Assets managed: $39,054,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 170182
Website: dogwood-investments.com (opens in new tab)
Phone: (847) 220-4044

Can advise clients in 2 states: Illinois, Pennsylvania

Is something on this page wrong or out of date?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.