# James Dorman

> James Dorman is a fee-only financial advisor at Dorman Financial Management, P.A. in Maitland, Florida, who holds the CFP and PFS credentials. Dorman Financial Management, P.A. reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/james-dorman/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Dorman Financial Management, P.A.
- **Based in:** Maitland, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $160.6M across 758 accounts
- **Credentials:** CFP, PFS
- **CRD:** 2842570 (https://adviserinfo.sec.gov/individual/summary/2842570)
- **SEC registration:** Investment adviser representative in FL, LA, TX
- **Exams passed:** Series 63 (1997), Series 65 (1999)
- **Firm size:** 2 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.dormanfinancial.com/

## Frequently asked questions

### Is James Dorman a fee-only financial advisor?

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

### How does James charge for financial advice?

James's firm, Dorman Financial Management, P.A., reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is James Dorman based?

James Dorman is based in Maitland, Florida.

### What credentials does James Dorman hold?

James Dorman holds the CFP and PFS credentials.

### Is James Dorman registered with the SEC?

Yes. James Dorman is registered as an investment adviser representative in FL, LA and TX (CRD 2842570), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Dorman Financial Management, P.A. manage?

Dorman Financial Management, P.A. reports $160.6M across 758 accounts in assets under management.

### How do I contact James Dorman?

Through James's website, www.dormanfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2842570): 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

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