Nicholette Hamel
Dougherty Investment Advisors · Pinson, Alabama
Nicholette Hamel is a fee-only financial advisor at Dougherty Investment Advisors in Pinson, Alabama. Nicholette focuses on retirement planning, estate & legacy planning and tax planning. Dougherty Investment Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Facts
| Firm | Dougherty Investment Advisors |
|---|---|
| Based in | Pinson, Alabama |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Fees (firm's website) | Typically works with clients with $1,000,000 or more |
| Accepting new clients | Yes |
| Assets under management | $141.1M across 414 accounts |
| SEC registration | Investment adviser representative in AL, FL, TX · CRD 7473790 |
| Exams passed | Series 65 (2021) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.doughertyinvestments.com |
How Nicholette's firm compares
- Dougherty Investment Advisors's average account is about $341,000, from its Form ADV (assets managed divided by 414 accounts).
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Questions about Nicholette
Is Nicholette Hamel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nicholette holds no broker registration, and Dougherty Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nicholette charge for financial advice?
Nicholette's firm, Dougherty Investment Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
How much does Nicholette charge?
According to Dougherty Investment Advisors's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.
Where is Nicholette Hamel based?
Nicholette Hamel is based in Pinson, Alabama.
What does Nicholette specialize in?
Nicholette's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer.
Is Nicholette Hamel registered with the SEC?
Yes. Nicholette Hamel is registered as an investment adviser representative in AL, FL and TX (CRD 7473790), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Dougherty Investment Advisors manage?
Dougherty Investment Advisors reports $141.1M across 414 accounts in assets under management.
How do I contact Nicholette Hamel?
Through Nicholette's website, www.doughertyinvestments.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
- Dougherty Investment Advisors 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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