Also known as great oak
Great Oak Capital Partners is a fee-only, fiduciary wealth manager in South Easton, Massachusetts, United States, founded in 2015, with about $478 million in assets. The firm states it is compensated only by client fees, with no commissions or kickbacks. Its approach integrates investments, retirement plan, budget, estate plan, taxes and insurance, and it describes an emphasis on transparency, science and independence.
Public regulatory records matched to Great Oak Capital Partners from SEC and IRS filings.
Public filings matched to Great Oak Capital Partners across SEC, IRS, DOL and international registers — newest first.
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Great Oak Capital Partners is a wealth manager based in South Easton, United States, managing approximately $478M in assets.
Great Oak Capital Partners is headquartered in South Easton, United States.
Great Oak Capital Partners manages approximately $478M in assets under management.
Great Oak Capital Partners was founded in 2015.
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