Stephen Gorman is a registered investment advisor at Gorman Financial Management, based in Hingham, MA, with 31 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 42 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Gorman Financial Management does not charge fees based on a percentage of your portfolio. Instead, the firm charges a fixed annual fee for ongoing financial planning and investment monitoring. The fee is negotiable, with a minimum annual fee of $6,000. The fee depends on the amount of investment resources being monitored, the time needed to provide services, the complexity of your circumstances, and the frequency of reports and meetings.
Location
99 Derby Street, Suite 200, Hingham, MA, 02043
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Gorman Financial Management
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.