Dougherty Financial Planning, LLC fees and pricing
Financial planner in Tallahassee, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 16, 2026, Dougherty Financial Planning, LLC charges $125 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $125/hr
“We charge an hourly fee of $125 for advisory consulting services, which is negotiable, depending on the scope and complexity of your special circumstances and the work to be performed.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Dougherty Financial Planning, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our advisory fee may differ from client to client and is negotiable depending on individual client circumstances which may include long-term client status, multiple accounts, or a high level of assets placed under our management.”
- “Our consulting fee is payable based on a separate Financial Consulting Services contract.”
How Dougherty Financial Planning, LLC’s fees compare
- Its hourly rate of $125 is below the Florida median of $288. 3% of the 372 other Florida planners that publish an hourly rate charge less.
- None of the 2 other planners in Tallahassee that publish an hourly rate charge less.
About Dougherty Financial Planning, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Minimum
- $10,000 in assets (stated in brochure)
- Clients
- 12
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $2,473,446
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 317397
- Phone
- (850) 702-5753
Other planners in Tallahassee that publish fees
- Cypress CapitalTallahassee$500/hr, Up to $15,000
- Primaris Wealth ManagementTallahassee$500-$25,000, $2,500/yr
- Proper WealthTallahassee$50,000
- Seven Hills Financial, LLCTallahassee$250/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.