Patrick Manconi
Dougherty Investment Advisors · Spring Hill, Florida
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.
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Specialties
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 |
| Assets under management | $141.1M across 414 accounts |
| SEC registration | Investment adviser representative in FL, TX · CRD 8040417 |
| Exams passed | Series 65 (2025) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.doughertyinvestments.com |
| Profile |
How Patrick'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 Patrick
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.
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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