Jennifer Dougherty
BroadWealth LLC. · Winchester, Massachusetts
Jennifer Dougherty is a fee-only financial advisor at BroadWealth LLC. in Winchester, Massachusetts, who holds the CFA credential. Jennifer charges a percentage of assets, hourly fees and a one-time planning fee (ongoing planning from $30,000 a year and 1.2% a year on the first tier of assets managed) and focuses on equity compensation, retirement planning and estate & legacy planning.
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Specialties
Who they serve
- High earners
- Executives
- Pre-retirees
Facts
| Firm | BroadWealth LLC. |
|---|---|
| Based in | Winchester, Massachusetts |
| Fee model | Percentage of assets · Hourly · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $30,000 a year · 1.2% a year on the first tier of assets managed |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $113.6M across 84 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MA · CRD 5450445 |
| Exams passed | Series 65 (2010) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.broadwealthllc.com |
| Profile |
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Questions about Jennifer
Is Jennifer Dougherty a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jennifer holds no broker registration, and BroadWealth LLC. reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jennifer charge for financial advice?
Jennifer charges a percentage of assets, hourly fees and a one-time planning fee.
How much does Jennifer charge?
According to BroadWealth LLC.'s website, checked October 30, 2026: ongoing planning from $30,000 a year; 1.2% a year on the first tier of assets managed.
Does Jennifer work with clients virtually?
Yes. BroadWealth LLC. says on its website that it works with clients remotely.
Where is Jennifer Dougherty based?
Jennifer Dougherty is based in Winchester, Massachusetts.
What does Jennifer specialize in?
Jennifer's specialties include equity compensation, retirement planning, estate & legacy planning and tax planning. Jennifer works with high earners, executives and pre-retirees.
What credentials does Jennifer Dougherty hold?
Jennifer Dougherty holds the CFA credential.
Is Jennifer Dougherty registered with the SEC?
Yes. Jennifer Dougherty is registered as an investment adviser representative in MA (CRD 5450445), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does BroadWealth LLC. manage?
BroadWealth LLC. reports $113.6M across 84 accounts in assets under management.
How do I contact Jennifer Dougherty?
Through Jennifer's website, www.broadwealthllc.com.
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
- BroadWealth LLC. website : specialties, clients served, and fees, checked October 30, 2026
- 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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