Firm
Dougherty Investment Advisors
Spring Hill, Florida
Fee-only
Dougherty Investment Advisors at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 4 advisors are listed here.
- Its Form ADV reports 4 employees and 412 individual clients, 380 of them high net worth.
- Its average account is about $341,000 (assets it manages divided by its 414 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Spring Hill, Florida |
|---|---|
| Website | doughertyinvestments.com |
| Phone | (352) 238-6411 |
Dougherty Investment Advisors fees
Dougherty Investment Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $141 million |
| Individual clients | 32 |
| High-net-worth clients | 380 |
| Accounts managed | 414 |
| Employees | 4 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-132948) |
| Financial planning | Offered |
| Form ADV filed | April 10, 2026 |
| SEC record | CRD 142284 |