Jim White
Great Oak Wealth Management · Pottstown, Pennsylvania
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.
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Who they serve
- High earners
- Executives
- Physicians
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 | $99.3M across 409 accounts |
| Credentials | CFP · EA · MBA |
| Firm size | 2 employees |
| Website | greatoakadvisors.com |
| Profile |
How Jim's firm compares
- Great Oak Wealth Management's average account is about $243,000, from its Form ADV (assets managed divided by 409 accounts).
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Questions about Jim
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Great Oak Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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