Brian Doherty
Balanced Rock Investment Advisors · Roslindale,, Massachusetts
Brian Doherty is a fee-only financial advisor at Balanced Rock Investment Advisors in Roslindale,, Massachusetts, who holds the CFP credential. Balanced Rock Investment Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Balanced Rock Investment Advisors |
|---|---|
| Based in | Roslindale,, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $193.2M across 834 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, LA, MA, TX · CRD 7326163 |
| Exams passed | Series 65 (2020) |
| Firm size | 5 employees |
| Disclosures | None reported |
How Brian's firm compares
- Balanced Rock Investment Advisors's average account is about $232,000, from its Form ADV (assets managed divided by 834 accounts).
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Questions about Brian
Is Brian Doherty a fee-only financial advisor?
Yes. Brian Doherty is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Brian's firm.
How does Brian charge for financial advice?
Brian's firm, Balanced Rock Investment Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brian Doherty based?
Brian Doherty is based in Roslindale,, Massachusetts.
What credentials does Brian Doherty hold?
Brian Doherty holds the CFP credential.
Is Brian Doherty registered with the SEC?
Yes. Brian Doherty is registered as an investment adviser representative in CA, LA, MA and TX (CRD 7326163), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Balanced Rock Investment Advisors manage?
Balanced Rock Investment Advisors reports $193.2M across 834 accounts in assets under management.
How do I contact Brian Doherty?
Contact details aren't on file yet. Search for Balanced Rock Investment Advisors.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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