Daniel William Doherty
Investment Adviser Representative at FINANCIAL TRANSPARENCY
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| Let's Get Started | 1.00% |
| Managed Investment Portfolios | 1.75% |
| Customized Managed Accounts | 2.15% |
| Pension Consulting Services | 1.50% |
Firm-stated minimum; may be waived at the firm's discretion.
Financial Transparency Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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