DOUGHERTY FINANCIAL PLANNING, LLC
Firm details
- Headquarters
- TALLAHASSEE, Florida
- CRD number
- 317397
- Website
- finplanning.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals70.34%
- HNWI25.47%
- Corporations / Businesses4.19%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Dougherty Financial Planning, LLC is an independently owned registered investment adviser operating as an LLC that focuses on financial planning and portfolio management for individuals, families and small business clients. The firm bills on a mix of asset-based fees and hourly charges and is described as owner-operated rather than part of a larger capital-allocation platform. Its advisory scope is concentrated on retail clients rather than institutional or pension work, and it does not identify as an active ESG investor or a multi-state advisory firm.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents41%
- US Government Bonds25%
- Non-Exchange Traded Equities21%
- Exchange Traded Equities13%
Contacts
1 of 1Edward Dougherty III
PrincipalCRD 7470129
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
TALLAHASSEE, FL
LEON
Location
TALLAHASSEE, FL
Headquartered in TALLAHASSEE, FL, in the South of the United States.
- Region
- South
- County
- LEON
- Address
- 2457 Care Dr
- Time zone
- ET (UTC-5)
- Office locations
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