John Gormley
Goshen Capital · West Chester, Pennsylvania
John Gormley is a fee-only financial advisor at Goshen Capital in West Chester, Pennsylvania. John charges a percentage of assets, hourly fees and a one-time planning fee (one-time plans from $500 and $250 an hour).
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Facts
| Firm | Goshen Capital |
|---|---|
| Based in | West Chester, Pennsylvania |
| Fee model | Percentage of assets · Hourly · One-time planning fee |
| Fees (firm's website) | One-time plans from $500 · $250 an hour · 0.5%–1% a year of assets managed |
| Accepting new clients | Yes |
| Assets under management | $23.8M across 20 accounts |
| SEC registration | Investment adviser representative in PA · CRD 6850277 |
| Exams passed | Series 63 (2021) · Series 65 (2017) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.goshen.capital |
How John's firm compares
- A one-time plan starts at $500, below the Pennsylvania median of $1,695 for fee-only firms that publish prices.
- The hourly rate is $250, in line with the Pennsylvania median of $250 for fee-only firms that publish prices.
- Goshen Capital's average account is about $1.2 million, from its Form ADV (assets managed divided by 20 accounts).
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Questions about John
Is John Gormley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Goshen Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John charges a percentage of assets, hourly fees and a one-time planning fee.
How much does John charge?
According to Goshen Capital's website, checked October 30, 2026: one-time plans from $500; $250 an hour; 0.5%–1% a year of assets managed.
Where is John Gormley based?
John Gormley is based in West Chester, Pennsylvania.
Is John Gormley registered with the SEC?
Yes. John Gormley is registered as an investment adviser representative in PA (CRD 6850277), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Goshen Capital manage?
Goshen Capital reports $23.8M across 20 accounts in assets under management.
How do I contact John Gormley?
Through John's website, www.goshen.capital.
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
- Goshen Capital website : specialties, clients served, and fees, checked October 30, 2026
- 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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