Great Oak Wealth Management, Inc fees and pricing
Financial planner in Pottstown, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 3, 2026, Great Oak Wealth Management, Inc charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 3, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Our Financial Planning fees are calculated and charged on an hourly basis of $300 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Great Oak Wealth Management, Inc bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Form ADV Part 2 - 20260202 Page 6 of 20 Financial Planning and Investment Management Investment management fees are paid in advance on a quarterly basis, meaning that clients are invoiced at the beginning of the three-month billing period.”
- “Great Oak will provide the client with an invoice, including the time period covered by the fee and the amount of assets under management on which the fee was based.”
- “Fees are prorated for cash flows exceeding $100,000 in a particular calendar quarter.”
How Great Oak Wealth Management, Inc’s fees compare
- Its hourly rate of $300 is above the Pennsylvania median of $250. 57% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
About Great Oak Wealth Management, Inc
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2004 (22 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.9% a year
- Minimum
- No minimum stated in brochure
- Clients
- 120
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $99,300,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 127780
- Phone
- (484) 986-2002
Other planners in Pottstown that publish fees
- Open Wealth NetworkPottstown$300/hr, $300-$1,000/mo
- 100 Plus PlanningCenter Valley$1,000-$6,000
- 10TH Street CapitalPhiladelphia$300/hr, $3,000-$20,000
- 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000-$6,000
- 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
- A Better Way Financial, LLCAllentown$500-$2,399/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.