Firm
Gorman Financial Management
Norwell, Massachusetts
Fee-only
Gorman Financial Management at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 42 individual clients, 41 of them high net worth.
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Norwell, Massachusetts |
|---|---|
| Phone | (781) 987-1741 |
Gorman Financial Management fees
Gorman Financial Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Hourly · Fixed fees |
|---|---|
| Individual clients | 1 |
| High-net-worth clients | 41 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | January 15, 2026 |
| SEC record | CRD 128727 |