GREAT OAK CAPITAL PARTNERS, LLC

105r Depot Street
Suite 5
South Easton, Massachusetts 02375
Tel: (508) 230-7100

About GREAT OAK CAPITAL PARTNERS, LLC

GREAT OAK CAPITAL PARTNERS, LLC, formally registered with the SEC as GREAT OAK CAPITAL PARTNERS, LLC. The firm was established in 05/24/2019. They have over 2 offices throughout the country.

GREAT OAK CAPITAL PARTNERS, LLC is a South Easton, Massachusetts based Financial Planning firm with nearly $390,331,995 assets under management, offering retirement planning & investment advisory services to 1760 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	281045
SEC#	801-116681
Assets Managed by Firm	$390,331,995
No. of Clients	1760
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	1760	$390,331,995
Individuals (other than high net worth individuals)	447	$142,931,113
High net worth individuals	115	$237,555,587
Pension and profit sharing plans	Fewer than 5 clients	$9,845,295

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