Gregory Doherty
Gregory M Doherty, CPA · Dedham, Massachusetts
Gregory Doherty is a fee-only financial advisor at Gregory M Doherty, CPA in Dedham, Massachusetts. Gregory M Doherty, CPA reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Gregory M Doherty, CPA |
|---|---|
| Based in | Dedham, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $66.7M across 126 accounts |
| SEC registration | Investment adviser representative in MA · CRD 4858551 |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
How Gregory's firm compares
- Gregory M Doherty, CPA's average account is about $530,000, from its Form ADV (assets managed divided by 126 accounts).
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Questions about Gregory
Is Gregory Doherty a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gregory holds no broker registration, and Gregory M Doherty, CPA reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gregory charge for financial advice?
Gregory's firm, Gregory M Doherty, CPA, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Gregory Doherty based?
Gregory Doherty is based in Dedham, Massachusetts.
Is Gregory Doherty registered with the SEC?
Yes. Gregory Doherty is registered as an investment adviser representative in MA (CRD 4858551), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Gregory M Doherty, CPA manage?
Gregory M Doherty, CPA reports $66.7M across 126 accounts in assets under management.
How do I contact Gregory Doherty?
Contact details aren't on file yet. Search for Gregory M Doherty, CPA.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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