Thomas M O'gorman
Advisor at AP Wealth Management — Augusta, GA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
11 years
Location
Augusta, GA 30909
AP Wealth Management
Team
Total advisors
5Clients per advisor
54 TypicalAvg AUM per client
$1,222,622 TypicalHNW client ratio
51% HighThomas O’Gorman is a financial advisor with AP Wealth Management and holds a Series 65 credential. He has 11 years of industry experience, including roles at Augusta Capital Investors and Equus Management. Since 2016, he has been with AP Wealth Management, a team of five advisors based in Augusta, GA. AP Wealth Management provides fee-only financial planning and investment management for high-net-worth individuals, families, and institutional clients. The firm employs a client-specific asset allocation framework that uses a variety of investment vehicles, including structured notes and non-public REITs, and offers services such as ERISA 3(38) investment management and plan advisory.
Based on AP Wealth Management
Based on AP Wealth Management
Financial planning fees start at $5,000; flat fees also charged for advisory services to qualified retirement plans
Up to 1.45% annually (negotiable)
Account minimum: $1,000,000 Fee-only: Fee-only financial planning and investment management services; comprehensive financial planning starts at $5,000 (may be waived if ongoing wealth management services engaged)
Augusta, GA
1100 Frazier Drive
Augusta GA 30909
Advisors at this office
5
Georgia · South Carolina · Texas
11 years of industry experience
AP Wealth Management, LLC
2016 - Present • 10 years
Augusta, GA
Augusta Capital Investors
2016 - 2019 • 3 years
Augusta, GA
Equus Management
2015 - 2016 • 1 year
Martinez, GA
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Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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