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Facts and Insights
DORMAN FINANCIAL MANAGEMENT, P.A. is a renowned financial management firm with a team of experienced financial experts who offer a wide range of financial services to their clients. Their goal is to help individuals achieve financial stability and success through proper planning and management of their assets.
How does the advisor help clients – Key Takeaways:
- Provides comprehensive financial planning services to clients
- Offers personalized investment strategies that align with clients’ goals and risk tolerance
- Assists with retirement planning, tax planning, and estate planning
- Regularly monitors and evaluates clients’ portfolios to ensure they remain on track towards their goals
- Educates clients on financial literacy and helps them make informed decisions about their finances
Assets Under Management, Number of Advisors and Time in Business: {table}
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 1999 | $500 million | 10 |
Financial Services Offered
DORMAN FINANCIAL MANAGEMENT, P.A. offers a wide range of financial services to cater to the diverse needs of their clients. These services include:
- Comprehensive financial planning
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Education planning
- Insurance planning
- Charitable giving
Client Types
DORMAN FINANCIAL MANAGEMENT, P.A. serves a variety of clients, including:
- Individuals
- Families
- Business owners
- High net worth individuals
- Retirees
- Trusts
- Non-profit organizations
Fees & Compensation
The fees for DORMAN FINANCIAL MANAGEMENT, P.A. are typically based on a percentage of assets under management. This fee structure ensures that the advisors’ interests are aligned with their clients’ goals. The firm may also charge a one-time fee for specific financial planning services.
Background
DORMAN FINANCIAL MANAGEMENT, P.A. was founded in 1999 by John Dorman, a Certified Financial Planner (CFP). With over 25 years of experience in the financial industry, Mr. Dorman leads a team of dedicated financial experts who have a deep understanding of the complexities of the financial world. The firm is committed to helping its clients achieve their financial goals through personalized and comprehensive financial planning services.
Financial Advisor Disclosures to Know
As a registered investment advisor, DORMAN FINANCIAL MANAGEMENT, P.A. is required to disclose any potential conflicts of interest to its clients. These may include affiliations with other financial institutions, compensation from third parties, and any disciplinary actions taken against the firm or its advisors. Clients can access this information through the firm’s Form ADV, which is available upon request.