DOUGHERTY FINANCIAL PLANNING, LLC

DOUGHERTY FINANCIAL PLANNING, LLC of TALLAHASSEE, FL is an SEC-registered investment adviser (CRD 317397). Regulatory assets under management: $2.5M.

Registration

• CRD: 317397
• Type: Registered investment adviser
• Location: 2457 CARE DRIVE, TALLAHASSEE, FL, 32308
• Phone: 850-702-5753
• Latest filing: 2026-03-16
• Regulatory AUM: $2.5M
• Discretionary AUM: $2.5M
• Clients: 1
• Accounts: 24

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 317397 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search