Gorman Financial Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 15, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$6,000/yr

“While all fees are negotiable, a minimum annual fee of $6,000 generally applies and clients in rare instances may incur additional hourly charges when they request work outside the scope of the engagement. 3 rev. 01/01/2026 Item 5 Fees and Compensation (continued) Client Investment Resources and Fee Guidelines…”

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

How Gorman Financial Management bills

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

• “Fees for On-Going Planning and Monitoring For the On-going Financial Planning and Monitoring service, a fixed annual fee applies with the amount billed in four quarterly installments.”
• “Instead all on-going advisory fees are negotiable with a fixed dollar amount based on the level of investment resources being monitored.”
• “In addition, all periodic fee adjustments are reviewed and agreed upon with each client in advance.”

How Gorman Financial Management’s fees compare

• Its annual fee of $6,000 is below the Massachusetts median of $8,250. 31% of the 62 other Massachusetts planners that publish an annual fee charge less.
• 2 of the 2 other planners in Norwell that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Gorman Financial Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 1992 (34 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Clients

42

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

128727

Phone

(781) 987-1741

Other planners in Norwell that publish fees

• Autumn Lane Advisory LLCNorwell$250⁠-⁠$500/hr, $2,500⁠-⁠$15,000
• Essential Asset Management, LLCNorwell$150/hr, $500
• Global Vision AdvisorsNorwell$200⁠-⁠$500/hr, $1,000⁠-⁠$50,000
• Montanari Financial Advisors Inc.Norwell$200/hr, $2,500
• Vincent Wealth Advisors LLCNorwell$2,500/yr

Compare all 9 planners in Norwell