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DOUGHERTY FINANCIAL PLANNING, LLC
CRD 317397
2457 CARE DRIVE, STE 102, TALLAHASSEE, FL, 32308, United States
Phone
850-702-5753
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$2.5M
Discretionary AUM
$2.5M
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $1.7M |
All web addresses on file
Official SEC filing: View on IAPD