Dennis
Blodgett
Blodgett Wealth Advisors, LLC
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About this Advisor
Dennis Blodgett is a financial advisor operating in Concord, California with 2 years of relevant experience. Blodgett works at Blodgett Wealth Advisors, LLC. The advisor has gained experience at Intersect Capital LLC and Blodgett Wealth Advisors, LLC. Blodgett maintains a Series 63 license, qualifying them as a securities broker, and can serve investors in California and Texas. Blodgett Wealth Advisors, LLC is a firm with a branch in Concord, California. It controls $173 million in assets under management among its 93 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 93 client accounts, 59% are held by high-net-worth investors who have more than $1 million in investable assets. Blodgett Wealth Advisors, LLC provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fees largely depend on which services are provided. However, fees billed by Blodgett Wealth Advisors, LLC likely consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Blodgett Wealth Advisors, LLC Brokerage Details
$173,007,438
2
93
$1,860,295
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Dennis Blodgett Work History
Dennis has been registered as a financial advisor for 2 years.*
Blodgett Wealth Advisors, LLC
Intersect Capital LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Dennis Blodgett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Blodgett Wealth Advisors, LLC
Brentwood, CA
Concord, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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