Merrill
47yrs
Top 1% by experience in Naples
7yrs
Michael Dodge
Financial advisor at Annex Wealth Management
Michael Dodge is a fiduciary financial advisor in Naples, Florida, with 7 years in the industry. Michael joined Annex Wealth Management in 2025, after two years at Fifth Third Securities and two years at Fidelity Personal and Workplace Advisors. Michael’s designations include CFP® and ChFC.
One of 1061 advisors with offices in Naples, and one of 973 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?More experience than 58% of advisors at Annex Wealth Management
Office4901 Tamiami Trail North, Naples, FL 34103
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.12 million
Advisors at the firm98
States licensed ?1 state
Services through Annex Wealth Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jul 2025 – nowAnnex Wealth Management, LLCCurrent firm
- Nov 2023 – Jun 2025Fifth Third Securities, Inc.Previously
- Mar 2022 – Nov 2023Fidelity Personal and Workplace AdvisorsPreviously
- 2019 – 2022MML Investors Services, LLCPreviously
Contact Michael
Local office(239) 350-6363Ask for Michael. (262) 786-6363Main office · Brookfield, WI 4901 Tamiami Trail NorthNaples, FL 34103Office · Get directions
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Michael’s local office at (239) 350-6363 or the Annex Wealth Management main office at (262) 786-6363, and ask for Michael Dodge.
How long has Michael been a financial advisor?
Michael has been in the industry since 2019, about 7 years. More experience than 58% of advisors at Annex Wealth Management.
What licenses does Michael hold?
Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Annex Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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