Joseph Doogan
Fiduciary Wealth Group · Centerville, Ohio
Joseph Doogan is a fee-only financial advisor at Fiduciary Wealth Group in Centerville, Ohio. Fiduciary Wealth Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Fiduciary Wealth Group |
|---|---|
| Based in | Centerville, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $178.0M across 452 accounts |
| SEC registration | Investment adviser representative in OH · CRD 8234639 |
| Exams passed | Series 65 (2026) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.fiduciarywealthgroup.com |
How Joseph's firm compares
- Fiduciary Wealth Group's average account is about $394,000, from its Form ADV (assets managed divided by 452 accounts).
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Questions about Joseph
Is Joseph Doogan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Fiduciary Wealth Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Fiduciary Wealth Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joseph Doogan based?
Joseph Doogan is based in Centerville, Ohio.
Is Joseph Doogan registered with the SEC?
Yes. Joseph Doogan is registered as an investment adviser representative in OH (CRD 8234639), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fiduciary Wealth Group manage?
Fiduciary Wealth Group reports $178.0M across 452 accounts in assets under management.
How do I contact Joseph Doogan?
Through Joseph's website, www.fiduciarywealthgroup.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
- 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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