Fee-only adviser · Foxboro, MA
Dodge Wealth Management
Dodge Wealth Management is a fee-only investment adviser registered with the securities regulator of Massachusetts, with its main office in Foxboro, Massachusetts. On its latest Form ADV, filed May 21, 2026, it reports $89M in regulatory assets under management, 107 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Massachusetts |
|---|---|
| Firm CRD number | 170892 |
| Office | 16 Chestnut ST Suite 121 Foxboro, MA 02035 |
| Phone | (508) 543-3500 |
| Website | www.gregdodgelpl.com |
| Regulatory assets under management | $89M |
| Individual clients | 73 non-high-net-worth, 34 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | May 21, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Foxboro
- Betro Mileszko & Company $145M
Nearby
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- Sharon 1 firm
- Wrentham 3 firms
- Walpole 3 firms
- North Attleboro 3 firms
- Stoughton 2 firms
- Franklin 2 firms
- Medfield 3 firms
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