Dougherty Financial Planning is a registered investment advisor based in Tallahassee, Florida, led by Edward W. Dougherty III. The firm provides personalized portfolio management and financial consulting services tailored to individual client goals, risk tolerances, and time horizons. Portfolio management services are managed on a discretionary basis, allowing Dougherty Financial Planning to buy and sell securities on your behalf without prior consultation for each trade. The firm primarily recommends individual stocks, corporate bonds, exchange-traded funds, and government securities using various analytical approaches including fundamental, technical, and cyclical analysis. In addition to investment management, Dougherty Financial Planning offers financial consulting on specific financial topics such as retirement planning and business equity valuation. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable depending on individual circumstances such as long-term client status, multiple accounts, or high asset levels.