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They include 447 individual clients and 144 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 9 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Great Oak Capital Partners offer?","answer":"Great Oak Capital Partners provides financial planning, portfolio management for individuals and small businesses, pension consulting, and education planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Great Oak Capital Partners charge?","answer":"Great Oak Capital Partners charges 0.40%–1.00% a year for its Wealth Management Services. The fee is billed in arrears and is negotiable.","source":"GREAT OAK DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS, filed 12 October 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Great Oak Capital Partners use?","answer":"Great Oak Capital Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $467M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Great Oak Capital Partners have?","answer":"Great Oak Capital Partners has 5 investment adviser representatives registered with state securities authorities, out of 7 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Great Oak Capital Partners invest in?","answer":"At the end of its last fiscal year, Great Oak Capital Partners’ separately managed accounts held 88% exchange-traded equities, 10% registered funds (mutual funds, ETFs, BDCs), 1% U.S. government and agency bonds and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Great Oak Capital Partners?","answer":"Great Oak Capital Partners’ direct owners are John Noonan (50% to 75%) and William Sylvia Jr (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 9 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Great Oak Capital Partners get paid?","answer":"Great Oak Capital Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Great Oak Capital Partners?","answer":"Great Oak Capital Partners’ main office is at 105r Depot Street, Suite 5, South Easton, MA 02375. Its phone number is 508-230-7100. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}