William Sylvia
Great Oak Capital Partners · Plantation, Florida
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.
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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 | $477.9M across 1,871 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, MA, TX · CRD 5171182 |
| Exams passed | Series 66 (2007) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | greatoakcp.com |
How William's firm compares
- Great Oak Capital Partners's average account is about $255,000, from its Form ADV (assets managed divided by 1,871 accounts).
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Questions about William
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.
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
- 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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