James Dorman
Dorman Financial Management, P.A. · Maitland, Florida
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.
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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 | $160.6M across 758 accounts |
| Credentials | CFP · PFS |
| SEC registration | Investment adviser representative in FL, LA, TX · CRD 2842570 |
| Exams passed | Series 63 (1997) · Series 65 (1999) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.dormanfinancial.com |
How James's firm compares
- Dorman Financial Management, P.A.'s average account is about $212,000, from its Form ADV (assets managed divided by 758 accounts).
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Questions about James
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.
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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