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Dougherty Financial Planning, LLC
Dougherty Financial Planning, LLC is a state-registered investment adviser in Tallahassee, FL. The firm manages approximately $2 million in regulatory assets.
Overview
Dougherty Financial Planning, LLC is a state-registered investment adviser in Tallahassee, FL. The firm manages approximately $2 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
Who owns Dougherty Financial Planning, LLC?
Ownership structure is not publicly disclosed. The firm is registered as a limited liability company, but named ownership details are not available in public records.
Is Dougherty Financial Planning, LLC a fiduciary?
As an RIA, Dougherty Financial Planning, LLC is legally required to act as a fiduciary under the Investment Advisers Act of 1940, placing client interests ahead of its own.
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