Patrick Gorgonzola
Fairman Financial · Chesterbrook, Pennsylvania
Patrick Gorgonzola is a fee-only financial advisor at Fairman Financial in Chesterbrook, Pennsylvania, who holds the CFP credential. Patrick focuses on tax planning, retirement planning and estate & legacy planning. Fairman Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Patrick →
Specialties
Who they serve
- Ultra high net worth
Facts
| Firm | Fairman Financial |
|---|---|
| Based in | Chesterbrook, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $902.1M across 1,010 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 6081977 |
| Exams passed | Series 63 (2012) · Series 65 (2014) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.fairmanfinancial.com |
Request an introduction to Patrick
Tell Patrick a little about what you're looking for. Patrick isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Patrick
Is Patrick Gorgonzola a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patrick holds no broker registration, and Fairman Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Patrick charge for financial advice?
Patrick's firm, Fairman Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Patrick Gorgonzola based?
Patrick Gorgonzola is based in Chesterbrook, Pennsylvania.
What does Patrick specialize in?
Patrick's specialties include tax planning, retirement planning and estate & legacy planning. Patrick works with ultra high net worth.
What credentials does Patrick Gorgonzola hold?
Patrick Gorgonzola holds the CFP credential.
Is Patrick Gorgonzola registered with the SEC?
Yes. Patrick Gorgonzola is registered as an investment adviser representative in PA (CRD 6081977), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fairman Financial manage?
Fairman Financial reports $902.1M across 1,010 accounts in assets under management.
How do I contact Patrick Gorgonzola?
Through Patrick's website, www.fairmanfinancial.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
- Fairman Financial 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.
See something wrong? Request a correction. Read our methodology.