O'gorman Asset Management, Inc. fees and pricing
Financial planner in Valley Cottage, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 4, 2026, O'gorman Asset Management, Inc. charges $200 an hour and a flat or project fee of $500-$3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 4, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“Hourly engagements are at a rate of $200 per hour.”
- Flat or project fee
- $500-$3,000
“Fixed fee engagements range from $500 - $3,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How O'gorman Asset Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Fees are negotiable at the sole discretion of the Advisor.”
- “Each billing will be for a single quarter, paid in arrears.”
How O'gorman Asset Management, Inc.’s fees compare
- Its hourly rate of $200 is below the New York median of $300. 11% of the 301 other New York planners that publish an hourly rate charge less.
- Its flat or project fee of $500-$3,000 is below the New York median of $4,500. 22% of the 251 other New York planners that publish a flat or project fee charge less.
About O'gorman Asset Management, Inc.
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CPA.
- Registered as an adviser: 2003 (23 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
- Highest asset based fee in brochure
- 2% a year
- Clients
- 10
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $10,556,882
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 129056
- Phone
- (845) 268-0055
Other planners in New York that publish fees
- 4Thought Financial Group Inc.Syosset$200/hr, $100/mo
- Abaya Wealth Management LLCBuffalo$2,000-$5,000
- Abby Advisors LLCDobbs Ferry$250/hr, $500
- Abernathy Group II LLCNew York$750/hr, $1,000/yr
- About Time Financial PlanningRochester$1,000-$2,000, $700-$3,200/qtr
- Acacia Grove Wealth ManagementSchenectady$300/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.