# Dougherty Financial Planning, LLC

Dougherty Financial Planning, LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 317397
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/317397

## About

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.

## 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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Last updated: 2026-06-03T20:00:00.000Z

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