Kyle Whitney Dodson
Investment adviser representative at The Advisory Group of San Francisco, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$809.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- The Advisory Group of San Francisco, LLCAug 2024 to now
- Advisory Group of San FranciscoJul 2024 to now
- The Connor GroupMay 2024 to Jul 2024
- Truepoint Inc.Apr 2021 to Apr 2024
- Valeo Financial AdvisorsMay 2020 to Apr 2021
- Miami UniversityAug 2017 to May 2020
- Trine UniversityAug 2015 to Jul 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (CA, OH).
The Advisory Group of San Francisco, LLC
$809.9MAssets managed
140Clients
5Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6648879
- Firm CRD
- 108110