# Jim White

> Jim White is a fee-only financial advisor at Great Oak Wealth Management in Pottstown, Pennsylvania, who holds the CFP, EA and MBA credentials. 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/jim-white/
Built from public directory listings; last checked April 21, 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, EA, MBA
- **Works with:** High earners, Executives, Physicians
- **Firm size:** 2 employees
- **Website:** http://greatoakadvisors.com

## Frequently asked questions

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

Yes. Jim White is listed in the NAPFA directory (NAPFA admits only fee-only advisors).

### How does Jim charge for financial advice?

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

### Where is Jim White based?

Jim White is based in Pottstown, Pennsylvania.

### What credentials does Jim White hold?

Jim White holds the CFP, EA and MBA credentials.

### 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 Jim White?

Through Jim's website, greatoakadvisors.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/39657): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.greatoakadvisors.com/): specialties, clients served, and fees, checked October 28, 2026

---

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