# P. O'Gorman

> P. O'Gorman is a fee-only financial advisor at O'gorman Asset Management in Valley Cottage, New York. O'gorman Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** O'gorman Asset Management
- **Based in:** Valley Cottage, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $10.6M across 31 accounts
- **CRD:** 4562152 (https://adviserinfo.sec.gov/individual/summary/4562152)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 65 (2000)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is P. O'Gorman a fee-only financial advisor?

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

### How does P. charge for financial advice?

P.'s firm, O'gorman Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is P. O'Gorman based?

P. O'Gorman is based in Valley Cottage, New York.

### Is P. O'Gorman registered with the SEC?

Yes. P. O'Gorman is registered as an investment adviser representative in NY (CRD 4562152), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does O'gorman Asset Management manage?

O'gorman Asset Management reports $10.6M across 31 accounts in assets under management.

### How do I contact P. O'Gorman?

Contact details aren't on file yet. Search for O'gorman Asset Management.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4562152): 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.