Gorham Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Services are offered based upon a rate of $250 per hour.”

Flat or project fee

$250

“Services are offered based on a negotiable fixed fee with a range of $250 to a maximum of $1,000 based on investible assets.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Gorham Wealth Management, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Client will be entitled to a pro rata refund for the days - 2Gorham Wealth Management LLC service was not provided in the final quarter.”
• “Program Fees are charged on a calendar quarter basis in advance and prorated to the end of the quarter upon inception of the account.”
• “When making adjustments for a new account in advance, the portion of the fee attributed to the portfolio will be subtracted while it was not under management.”

How Gorham Wealth Management, LLC’s fees compare

• Its hourly rate of $250 is below the Colorado median of $300. 27% of the 231 other Colorado planners that publish an hourly rate charge less.
• None of the 2 other planners in Golden that publish an hourly rate charge less.
• Its flat or project fee of $250 is below the Colorado median of $5,250. None of the 214 other Colorado planners that publish a flat or project fee charge less.
• None of the 4 other planners in Golden that publish a flat or project fee charge less.

About Gorham Wealth Management, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: ChFC®.
• Registered as an adviser: 2012 (14 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Clients

20

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$14,400,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

159606

Website

gorhamfinancial.com (opens in new tab)

Phone

(303) 962-9922

Other planners in Golden that publish fees

• Alpine Financial Advisers, LLCGolden$1,000
• Aspen Leaf Wealth Management, PBCGolden$2,500/yr
• Gilpin Wealth Management LLCGolden$1,000⁠-⁠$50,000, $100⁠-⁠$1,000/qtr
• Trailwise Financial Partners, LLCGolden$400/hr, $1,000⁠-⁠$20,000
• Western Wealth Management LLCGolden$100⁠-⁠$1,000/hr, $100⁠-⁠$10,000

Compare all 6 planners in Golden