# Patrick Manconi

> Patrick Manconi is a fee-only financial advisor at Dougherty Investment Advisors in Spring Hill, Florida. Patrick 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.

Page: https://find.wellspent.co/advisors/patrick-manconi/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Dougherty Investment Advisors
- **Based in:** Spring Hill, Florida
- **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 (firm's website)
- **Assets under management (firm):** $141.1M across 414 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Family wealth transfer
- **CRD:** 8040417 (https://adviserinfo.sec.gov/individual/summary/8040417)
- **SEC registration:** Investment adviser representative in FL, TX
- **Exams passed:** Series 65 (2025)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.doughertyinvestments.com/

## Frequently asked questions

### Is Patrick Manconi a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Patrick 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 Patrick charge for financial advice?

Patrick's firm, Dougherty Investment Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### How much does Patrick charge?

According to Dougherty Investment Advisors's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.

### Where is Patrick Manconi based?

Patrick Manconi is based in Spring Hill, Florida.

### What does Patrick specialize in?

Patrick's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer.

### Is Patrick Manconi registered with the SEC?

Yes. Patrick Manconi is registered as an investment adviser representative in FL and TX (CRD 8040417), 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 Patrick Manconi?

Through Patrick's website, www.doughertyinvestments.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8040417): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://doughertyinvestments.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.