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They include 146 individual clients and 87 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Dogwood Wealth Management offer?","answer":"Dogwood Wealth Management provides financial planning, portfolio management for individuals and small businesses, education planning, insurance, and retirement plan services.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Dogwood Wealth Management charge?","answer":"Dogwood Wealth Management charges 0.60%–1.20% a year for its Investment Management Services. The fee is billed in advance and is negotiable.","source":"ADV PART 2A DISCLOSURE, filed 30 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"How many financial advisors does Dogwood Wealth Management have?","answer":"Dogwood Wealth Management has 4 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Dogwood Wealth Management invest in?","answer":"At the end of its last fiscal year, Dogwood Wealth Management’s separately managed accounts held 76% registered funds (mutual funds, ETFs, BDCs), 19% exchange-traded equities, 3% state and local bonds and 2% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Dogwood Wealth Management?","answer":"Dogwood Wealth Management’s direct owners are Eric Sheerin (50% to 75%) and Jason Newcomer (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Dogwood Wealth Management get paid?","answer":"Dogwood Wealth Management is paid through a percentage of assets under management and fixed fees. 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