Michael Doherty
Prasad Wealth Partners · Independence, Ohio
Michael Doherty is a fee-only financial advisor at Prasad Wealth Partners in Independence, Ohio, who holds the CFA credential. Prasad Wealth Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Prasad Wealth Partners |
|---|---|
| Based in | Independence, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $572.1M across 2,015 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in OH · CRD 7586794 |
| Exams passed | Series 66 (2022) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.prasadwealth.com |
How Michael's firm compares
- Prasad Wealth Partners's average account is about $284,000, from its Form ADV (assets managed divided by 2,015 accounts).
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Questions about Michael
Is Michael Doherty a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Prasad Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Prasad Wealth Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Michael Doherty based?
Michael Doherty is based in Independence, Ohio.
What credentials does Michael Doherty hold?
Michael Doherty holds the CFA credential.
Is Michael Doherty registered with the SEC?
Yes. Michael Doherty is registered as an investment adviser representative in OH (CRD 7586794), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Prasad Wealth Partners manage?
Prasad Wealth Partners reports $572.1M across 2,015 accounts in assets under management.
How do I contact Michael Doherty?
Through Michael's website, www.prasadwealth.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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