Shayn Horrocks
Great Oak Wealth Management · Pottstown, Pennsylvania
Shayn Horrocks 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.
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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 |
| SEC registration | Investment adviser representative in PA · CRD 7497165 |
| Exams passed | Series 66 (2024) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.greatoakadvisors.com |
How Shayn'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 Shayn
Is Shayn Horrocks a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Shayn 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 Shayn charge for financial advice?
Shayn's firm, Great Oak Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Shayn Horrocks based?
Shayn Horrocks is based in Pottstown, Pennsylvania.
What credentials does Shayn Horrocks hold?
Shayn Horrocks holds the CFP credential.
Is Shayn Horrocks registered with the SEC?
Yes. Shayn Horrocks is registered as an investment adviser representative in PA (CRD 7497165), 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 Shayn Horrocks?
Through Shayn's website, www.greatoakadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Pottstown
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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