Dougherty Investment Advisors fees
Financial planner in Spring Hill, Florida. Registered with the SEC.
According to its Form ADV Part 2A brochure dated April 10, 2026, Dougherty Investment Advisors (Spring Hill, FL) charges up to $300 an hour for financial planning.
- Website: doughertyinvestments.com (opens in new tab)
- Call (352) 238-6411
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 10, 2026. Fees can change.
- Hourly rate
- Up to $300/hr
Capped at $300, at or below the Florida median of $300.
“DIA will charge a negotiable hourly fee of up to $300 for financial planning services.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 4 employees
How Dougherty Investment Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Since this fee is negotiable, the exact fee paid by the Client will be clearly stated in the advisory agreement signed by the Client and the firm.”
- “In limited cases, we may invoice the client directly for the payment of fees.”
- “At the inception of investment management services, the first pay period’s fees will be calculated on a pro-rata basis.”
About Dougherty Investment Advisors
- Principal: John A. Dougherty
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees and a percentage of assets under management
- Clients
- 412
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $141 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of April 10, 2026
- CRD number
- 142284 (opens in new tab)
- Phone
- (352) 238-6411
Registered or notice filed in 3 states: Alabama, Florida, Texas
Other planners in Spring Hill that publish fees
- Glow Financial Planning LLCSpring HillQuarterly $4,000-$10,000/qtr
- Tower Wealth PlanningSpring HillHourly $200/hr, Flat $500-$8,500
More planners in Florida that publish fees
- Family First Financial PlanningStuartHourly $350/hr
- Reality Financial Planning Services, LLCSarasotaHourly $175-$250/hr, Quarterly $75-$150/qtr
- Gap Financial Counseling Corp.NaplesHourly $240-$480/hr
- Life Planning Partners, Inc.JacksonvilleHourly $200/hr
- Southernmost Advisors LLCKey WestMonthly from $599/mo
- Aureum Wealth Management, LLCNorth Palm BeachHourly $100-$400/hr, Flat from $1,500
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.