Dogwood Wealth Management, LLC

Dogwood Wealth Management, LLC is a registered investment advisor founded in January 2022 and based in Lenexa, KS. The firm offers investment advisory services to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans, acting as a fiduciary to clients. Their investment management services involve creating customized portfolios primarily using ETFs and mutual funds, with the flexibility to include individual stocks and bonds. The firm's investment strategies are long-term focused, but adjustments may be made based on client goals and market conditions. Financial planning services are also offered, covering areas such as investment planning, retirement planning, and insurance needs. Dogwood Wealth does not charge performance-based fees and does not manage proprietary investment funds. The firm's fee structure for investment management services is based on a percentage of assets under management, with fees adjusted quarterly. Clients are required to enter into written agreements with the firm, and the firm does not accept custody of client assets. Dogwood Wealth has $204,200,160 in discretionary assets under management as of December 31, 2024. For more information, clients can contact the firm directly.