Whitney Grace Dodson
Investment adviser representative at 49 Financial
13 yearsExperience
1 stateRegistered in
$1.4BFirm assets
4 yearsFirm in business
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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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- 49 FinancialJun 2026 to now
- Dodson Dimensional DesignMay 2026 to Jun 2026
- Fluffle FulfillmentAug 2024 to Oct 2025
- Westlake Life LLCJun 2024 to Aug 2024
- Playmakers GroupFeb 2023 to Aug 2023
- Shop Style Your SensesMay 2022 to Jul 2022
- University of Texas At AustinAug 2021 to May 2026
- T Bar M Racquet ClubJun 2019 to Aug 2021
- Ursuline Academy of DallasAug 2017 to May 2021
- N/aMay 2017 to Aug 2017
- The Covenant SchoolAug 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
49 Financial
Legal name: 49 Wealth Management, LLC
$1.4BAssets managed
3,839Clients
141Advisers
4 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
- 8303495
- Firm CRD
- 319484