Charlotte Gorman
MIO Partners · Duxbury, Massachusetts
Charlotte Gorman is a fee-only financial advisor at MIO Partners in Duxbury, Massachusetts. MIO Partners reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | MIO Partners |
|---|---|
| Based in | Duxbury, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Assets under management | $59.59B across 75 accounts |
| SEC registration | Investment adviser representative in MA · CRD 6076519 |
| Exams passed | Series 63 (2026) · Series 65 (2023) |
| Firm size | 287 employees |
| Disclosures | None reported |
| Website | www.miopartners.com |
How Charlotte's firm compares
- MIO Partners's average account is about $794.5 million, from its Form ADV (assets managed divided by 75 accounts).
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Questions about Charlotte
Is Charlotte Gorman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charlotte holds no broker registration, and MIO Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Charlotte charge for financial advice?
Charlotte's firm, MIO Partners, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Charlotte Gorman based?
Charlotte Gorman is based in Duxbury, Massachusetts.
Is Charlotte Gorman registered with the SEC?
Yes. Charlotte Gorman is registered as an investment adviser representative in MA (CRD 6076519), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does MIO Partners manage?
MIO Partners reports $59.59B across 75 accounts in assets under management.
How do I contact Charlotte Gorman?
Through Charlotte's website, www.miopartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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