Advisor at Dougherty Financial Planning, LLC
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Firm
Dougherty Financial Planning, LLC
Location
Tallahassee, FL 32308
Credentials
Series 65
Industry experience
3 years
Edward Dougherty is a financial advisor at Dougherty Financial Planning, LLC in Tallahassee, FL, holding a Series 65 credential with three years of industry experience. He has previously worked at Sage Automotive Fund, Lafayette State Bank, and Maku, Inc. Outside of his advisory role, he owns and operates Complex Collections LLC, which manages an office building and provides finance functions for a biotechnology start-up. Dougherty Financial Planning, LLC is an independent, single-advisor firm offering discretionary portfolio management, comprehensive financial planning, and consulting services to individuals, trusts, businesses, and other entities. The firm uses a combination of fundamental security valuation, technical and cyclical analysis, and econometric modeling to guide asset allocation across multiple asset classes.
Based on Dougherty Financial Planning, LLC
1.25% annually
$125 per hour, negotiable
Account minimum: $10,000
2457 Care Drive, Ste 102
Tallahassee, FL 32308
Florida
Complex Collections LLC
2021 - Present (5 years)
Dougherty Financial Planning LLC
2021 - Present (5 years)
Maku, Inc.
2020 - 2020 (1 year)
Maku, Inc.
2018 - 2019 (1 year)
Lafayette State Bank
2017 - 2018 (1 year)
Sage Automotive Fund, LLC
2013 - 2021 (8 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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