Great Oak Wealth Management
Pottstown, Pennsylvania
Great Oak Wealth Management at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 3 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 120 individual clients, 32 of them high net worth.
- Its average account is about $243,000 (assets it manages divided by its 409 accounts).
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Pottstown, Pennsylvania |
|---|---|
| Website | greatoakadvisors.com |
| jim@greatoakadvisorscom | |
| Phone | (484) 986-2002 |
Questions about Great Oak Wealth Management
How is Great Oak Wealth Management paid?
Great Oak Wealth Management's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Great Oak Wealth Management have in the Wellspent public graph?
The Wellspent public graph lists 3 advisors at Great Oak Wealth Management, and 3 hold the CFP.
What is the average account at Great Oak Wealth Management?
Great Oak Wealth Management's average account is about $243,000. That's the assets on its Form ADV divided by its 409 accounts.
Great Oak Wealth Management fees
Great Oak Wealth Management 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
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $99 million |
| Individual clients | 88 |
| High-net-worth clients | 32 |
| Accounts managed | 409 |
| Employees | 2 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | February 3, 2026 |
| SEC record | CRD 127780 |
Advisors at this firm (3)
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