Gregory M Doherty, CPA fees and pricing

Financial planner in Dedham, Massachusetts. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 21, 2025, Gregory M Doherty, CPA charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 21, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “A…I am a fee only financial planner, my Asset Management Fee is ½ of 1%, annually or $250 per hour depending on the nature of the engagement, either on-going or consultation only.”

Payment and refund terms, quoted from the fee section of the brochure.

“Fees are negotiable and my agreement with my clients has no expiration date and can be terminated by either party at will.”

Its hourly rate of $250 is below the Massachusetts median of $300. 27% of the 183 other Massachusetts planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CPA.
Registered as an adviser: 1998 (28 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 126
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $66,727,662
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 129532
Phone: (781) 461-0212

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