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Advisor

Thomas O'Gorman

AP Wealth Management · Augusta, Georgia

Thomas O'Gorman is a fee-only financial advisor at AP Wealth Management in Augusta, Georgia. AP Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only

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Facts

FirmAP Wealth Management
Based in Augusta, Georgia
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$339.6M across 948 accounts
SEC registration Investment adviser representative in GA, SC, TX · CRD 6486292
Exams passedSeries 65 (2015)
Firm size7 employees
Disclosures None reported
Websitewww.apwealth.com

How Thomas's firm compares

  • AP Wealth Management's average account is about $358,000, from its Form ADV (assets managed divided by 948 accounts).

What fee-only advisors charge in Georgia

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Questions about Thomas

Is Thomas O'Gorman a fee-only financial advisor?

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

How does Thomas charge for financial advice?

Thomas's firm, AP Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is Thomas O'Gorman based?

Thomas O'Gorman is based in Augusta, Georgia.

Is Thomas O'Gorman registered with the SEC?

Yes. Thomas O'Gorman is registered as an investment adviser representative in GA, SC and TX (CRD 6486292), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does AP Wealth Management manage?

AP Wealth Management reports $339.6M across 948 accounts in assets under management.

How do I contact Thomas O'Gorman?

Through Thomas's website, www.apwealth.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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