# Dogwood Financial Planning

> Dogwood Financial Planning is a state-registered investment advisory firm in Memphis, TN, registered since 2008, with no regulatory assets under management reported in its Form ADV filing dated March 31, 2026.

- CRD: 145889
- Filed as: DOGWOOD FINANCIAL PLANNING
- Legal name: Celia King Brugge
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Memphis, TN
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/145889
- AdvisorCensus page: https://advisorcensus.com/firm/dogwood-financial-planning-memphis-tn-145889

## Quick answers

**How is Dogwood Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Dogwood Financial Planning reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Dogwood Financial Planning located?**
Dogwood Financial Planning's principal office is in Memphis, TN, according to its Form ADV.

**Is Dogwood Financial Planning registered with the SEC or a state?**
Dogwood Financial Planning is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 145889.

**What types of clients does Dogwood Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (38); high net worth individuals (19).

**Does Dogwood Financial Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/145889

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 38 | $0 |
| High net worth individuals | 19 | $0 |

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2008 (18 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, LA, MS, TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- celiabrugge.com
- dogwoodfinancialplanning.com
- dogwoodfinancialplanning.org

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Dogwood Financial Planning (CRD 145889): Form ADV filing data as of October 2026.