# Gorman Financial Management

> Gorman Financial Management is a state-registered investment advisory firm in Norwell, MA, registered since 1994, with no regulatory assets under management reported in its Form ADV filing dated January 15, 2026.

- CRD: 128727
- Filed as: GORMAN FINANCIAL MANAGEMENT
- Legal name: Stephen T. Gorman
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Norwell, MA
- Filing period: October 2026
- Form ADV filing dated: January 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/128727
- AdvisorCensus page: https://advisorcensus.com/firm/gorman-financial-management-norwell-ma-128727

## Quick answers

**How is Gorman Financial Management compensated?**
On its Form ADV (Item 5.E, October 2026), Gorman Financial Management reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Where is Gorman Financial Management located?**
Gorman Financial Management's principal office is in Norwell, MA, according to its Form ADV.

**Is Gorman Financial Management registered with the SEC or a state?**
Gorman Financial Management is a state-registered investment advisory firm, registered since 1994. Status as filed: APPROVED. CRD 128727.

**What types of clients does Gorman Financial Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (41); individuals (other than high net worth individuals) (1).

**Does Gorman Financial Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/128727

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1 | $0 |
| High net worth individuals | 41 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1994 (32 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Gorman Financial Management (CRD 128727): Form ADV filing data as of October 2026.