Richard Dougherty
Uniting Wealth Partners · Denver, Colorado
Richard Dougherty is a fee-only financial advisor at Uniting Wealth Partners in Denver, Colorado, who holds the CFP credential. Uniting Wealth Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Uniting Wealth Partners |
|---|---|
| Based in | Denver, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $934.6M across 2,337 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 5271824 |
| Exams passed | Series 66 (2008) |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | unitingwealthpartners.com |
How Richard's firm compares
- Uniting Wealth Partners's average account is about $400,000, from its Form ADV (assets managed divided by 2,337 accounts).
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Questions about Richard
Is Richard Dougherty a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Uniting Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Richard charge for financial advice?
Richard's firm, Uniting Wealth Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Richard Dougherty based?
Richard Dougherty is based in Denver, Colorado.
What credentials does Richard Dougherty hold?
Richard Dougherty holds the CFP credential.
Is Richard Dougherty registered with the SEC?
Yes. Richard Dougherty is registered as an investment adviser representative in NY (CRD 5271824), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Uniting Wealth Partners manage?
Uniting Wealth Partners reports $934.6M across 2,337 accounts in assets under management.
How do I contact Richard Dougherty?
Through Richard's website, unitingwealthpartners.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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