# William Sylvia

> William Sylvia is a fee-only financial advisor at Great Oak Capital Partners in Plantation, Florida, who holds the CFP credential. Great Oak Capital Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/william-sylvia/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Great Oak Capital Partners
- **Based in:** Plantation, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $477.9M across 1,871 accounts
- **Credentials:** CFP
- **CRD:** 5171182 (https://adviserinfo.sec.gov/individual/summary/5171182)
- **SEC registration:** Investment adviser representative in FL, MA, TX
- **Exams passed:** Series 66 (2007)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://greatoakcp.com

## Frequently asked questions

### Is William Sylvia a fee-only financial advisor?

Yes. William Sylvia is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by William's firm.

### How does William charge for financial advice?

William's firm, Great Oak Capital Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is William Sylvia based?

William Sylvia is based in Plantation, Florida.

### What credentials does William Sylvia hold?

William Sylvia holds the CFP credential.

### Is William Sylvia registered with the SEC?

Yes. William Sylvia is registered as an investment adviser representative in FL, MA and TX (CRD 5171182), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Great Oak Capital Partners manage?

Great Oak Capital Partners reports $477.9M across 1,871 accounts in assets under management.

### How do I contact William Sylvia?

Through William's website, greatoakcp.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/38598): 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

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