Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Taryn Docherty, financial advisor Bellevue WA
88 score

Taryn Docherty

CRD Number: 5982085
Current Firm: Capital Planning LLC

Taryn Docherty (CRD# 5982085) is an Investment Advisor Representative working at Capital Planning LLC in Bellevue, WA and has over 2 years of experience in the finance industry.

Similar Advisors
Matt Mormino, financial advisor Bellevue WA
Matt Mormino
CRD# 5962359
Brighton Jones LLC
Similar Advisors
Sunil Sanghvi, financial advisor Bellevue WA
Sunil N. Sanghvi
CRD# 5545981
Edward Jones
Similar Advisors
Mark Bergeron, financial advisor Bellevue WA
Mark A. Bergeron
CRD# 839130
Wlfb Inc.
Company Name Location Dates Years
Capital Planning LLC Bellevue, WA Jul 2012 - Current 4
Morgan Stanley Smith Barney Seattle, WA Jul 2011 - Jul 2012 1
University Of Idaho Alumni Center Moscow, ID Jun 2010 - May 2011 < 1
University Of Idaho Moscow, ID Sep 2007 - May 2011 3
Vandal Connect Moscow, ID Jun 2010 - Nov 2010 < 1
Ticaboo Resort Lake Powell, UT May 2008 - Sep 2008 < 1
N/a Coeur D' Alene, ID Jun 2007 - Sep 2007 < 1
Lake City High School Coeur D' Alene, ID Sep 2003 - Jun 2007 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2014
Contact Info for Taryn S. Docherty
Phone Number: 425-643-1800
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.