Great Oak Capital Partners

Great Oak Capital Partners at a glance

• One of 570 fee-only firms based in Florida in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.
• Its Form ADV reports 7 employees and 591 individual clients, 144 of them high net worth.
• Its average account is about $255,000 (assets it manages divided by its 1,871 accounts).

Fee-only advisors in Florida · What fee-only advisors charge in Florida

Facts

Great Oak Capital Partners fees

Great Oak Capital Partners doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (1)

• William Sylvia

  CFP

Other fee-only firms in Plantation

• Sterling Wealth Advisors®
• Tobias Financial Advisors
• Envision Asset Management
• Fallenbaum CPA & Advisors

Fee-only advisors in Florida