# Seann Dougherty

> Seann Dougherty is a fee-only financial advisor at Dougherty Investment Advisors in Spring Hill, Florida. Seann 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/seann-dougherty/
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:** 7410525 (https://adviserinfo.sec.gov/individual/summary/7410525)
- **SEC registration:** Investment adviser representative in FL, TX
- **Exams passed:** Series 65 (2021)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.doughertyinvestments.com/

## Frequently asked questions

### Is Seann Dougherty a fee-only financial advisor?

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

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

### How much does Seann charge?

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

### Where is Seann Dougherty based?

Seann Dougherty is based in Spring Hill, Florida.

### What does Seann specialize in?

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

### Is Seann Dougherty registered with the SEC?

Yes. Seann Dougherty is registered as an investment adviser representative in FL and TX (CRD 7410525), 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 Seann Dougherty?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7410525): 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.