Dogwood Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Fixed fee engagements are based on the expected number of hours to complete the engagement at the Advisor’s hourly rate of $250 per hour.”

Monthly fee

$80/mo

“For clients enrolled in the Elements financial planning service, the fee is $80 per month, billed monthly in advance.”

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

How Dogwood Wealth Management, LLC 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.”
• “For new Clients, if assets are deposited into an account after the inception of a billing period, the fee payable with respect to such assets will be prorated based on the number of days remaining in the quarter.”
• “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”

How Dogwood Wealth Management, LLC’s fees compare

• Its hourly rate of $250 matches the Kansas median of $250. 36% of the 59 other Kansas planners that publish an hourly rate charge less.
• 1 of the 4 other planners in Lenexa that publish an hourly rate charge less.

About Dogwood Wealth Management, LLC

• Firm size: 6 employees.
• Registered as an adviser: 2022 (4 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.2% a year

Clients

233

Employees

6

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$257,195,056

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

317580

Website

instagram.com/dogwoodwealth (opens in new tab)

Phone

(913) 232-2900

Can advise clients in 5 states: Arizona, Florida, Kansas, Missouri, Texas

Other planners in Lenexa that publish fees

• Challenge Everything Financial LLCLenexa$500⁠-⁠$750/hr, $100⁠-⁠$2,500/mo
• Chladek Wealth Management, LLCLenexa$300/hr, $1,500
• Professional Asset Management, IncLenexa$300/hr, $500⁠-⁠$3,000
• Voyage Wealth Management LLCLenexa$195/hr, $2,500⁠-⁠$3,500

Compare all 5 planners in Lenexa