# James White

> James White is a fee-only financial advisor at Great Oak Wealth Management in Pottstown, Pennsylvania, who holds the CFP credential. Great Oak Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/james-white-4746803/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Great Oak Wealth Management
- **Based in:** Pottstown, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $99.3M across 409 accounts
- **Credentials:** CFP
- **CRD:** 4746803 (https://adviserinfo.sec.gov/individual/summary/4746803)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 65 (2003)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.greatoakadvisors.com

## Frequently asked questions

### Is James White a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Great Oak Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does James charge for financial advice?

James's firm, Great Oak Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is James White based?

James White is based in Pottstown, Pennsylvania.

### What credentials does James White hold?

James White holds the CFP credential.

### Is James White registered with the SEC?

Yes. James White is registered as an investment adviser representative in PA (CRD 4746803), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Great Oak Wealth Management manage?

Great Oak Wealth Management reports $99.3M across 409 accounts in assets under management.

### How do I contact James White?

Through James's website, www.greatoakadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4746803): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.