# David Gorham

> David Gorham is a fee-only financial advisor at Liftoff Financial Planning in Pocatello, Idaho. David charges a percentage of assets, a flat fee or retainer, an ongoing planning fee and a one-time planning fee (ongoing planning from $900 a year and one-time plans from $995) and focuses on retirement planning and small business owners.

Page: https://find.wellspent.co/advisors/david-gorham/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Liftoff Financial Planning
- **Based in:** Pocatello, Idaho
- **Fee model:** Percentage of assets; Flat fee or retainer; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $900 a year; one-time plans from $995; 1.3% a year on the first tier of assets managed
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $2.4M across 47 accounts
- **Specialties:** Retirement planning, Small business owners
- **Works with:** Early-career professionals
- **CRD:** 7023744 (https://adviserinfo.sec.gov/individual/summary/7023744)
- **SEC registration:** Investment adviser representative in ID
- **Exams passed:** Series 65 (2018)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://liftoffplanning.com/

## Frequently asked questions

### Is David Gorham a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Liftoff Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does David charge for financial advice?

David charges a percentage of assets, a flat fee or retainer, an ongoing planning fee and a one-time planning fee.

### How much does David charge?

According to Liftoff Financial Planning's website, checked October 30, 2026: ongoing planning from $900 a year; one-time plans from $995; 1.3% a year on the first tier of assets managed.

### Does David work with clients virtually?

Yes. Liftoff Financial Planning says on its website that it works with clients remotely.

### Where is David Gorham based?

David Gorham is based in Pocatello, Idaho.

### What does David specialize in?

David's specialties include retirement planning and small business owners. David works with early-career professionals.

### Is David Gorham registered with the SEC?

Yes. David Gorham is registered as an investment adviser representative in ID (CRD 7023744), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Liftoff Financial Planning manage?

Liftoff Financial Planning reports $2.4M across 47 accounts in assets under management.

### How do I contact David Gorham?

Through David's website, liftoffplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7023744): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://liftoffplanning.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.