Great Oak Capital Partners

Fiduciary, Fee-Only Wealth Management Rooted in Transparency, Science and Independence

Financial planner in South Easton, MA (show on map)

5.0

★★★★★

2 reviews

Fee-only fiduciary wealth management integrating investments, retirement, taxes, estate planning, and insurance.

Call (508) 230-7100

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About

Great Oak Capital Partners is a fiduciary, fee-only wealth management firm that integrates investments, retirement planning, budgeting, estate planning, taxes, and insurance into a comprehensive, evidence-based approach. The firm emphasizes transparency, scientific research, and independence, ensuring clients' best interests are always prioritized.

Fee-only fiduciary model

Transparency and disclosure of all fees

Science-based, evidence-driven investment approach

Integrated tax planning and investment management

Holistic wealth management covering investments, retirement, taxes, estate planning, and insurance

No commissions, bonuses, or hidden compensation

Services

Investment Management

Evidence-based, fee-only investment management integrating holistic wealth planning.

Fee-only fiduciary model Transparency and disclosure of all fees Science-based, evidence-driven approach No commissions or hidden compensation

Estate Planning

Professional estate planning services through a trusted attorney.

Partnered with Ashley Evirs of Dalton & Finegold, LLP Comprehensive wills, trusts, and estate planning across all states Transparent, fair pricing

Life Insurance

Objective life insurance needs assessment and policy selection.

No sales pressure, only objective needs assessment Partnered with Dave at BSMG for policy selection Focus on cost-effective, appropriate coverage

Retirement Coaching

Guidance and purpose discovery for retirees.

Personalized coaching for retirees Focus on purpose and meaningful activities Expert insights from Gordon McKinnon

Tax Planning

Integrated tax planning as part of holistic wealth management.

Seamless integration with investment management Dedicated tax portal for easy data submission Separate but collaborative tax planning services

Budgeting & Cash Flow Management

Holistic budgeting and cash flow planning to support overall wealth strategy.

Integrated with investment and retirement planning Personalized cash flow analysis Ongoing monitoring and adjustments

Credentials & Certifications

CFP® (Certified Financial Planner)

CIMA® (Certified International Money Manager)

CPA (Certified Public Accountant)

Reviews

Rating

★★★★★

Reviews

"Melanie is quick, patient and most importantly, she is is full of empathy."

Frequently Asked Questions

How do you charge for your services? +

Our fees are assessed as a percentage of assets under management, quarterly, according to the following schedule: First $500,000 = 1.00% (0.25% per quarter); Next $500,000 = 0.80% (0.20% per quarter); Next $1,000,000 = 0.70% (0.175% per quarter); Next $3,000,000 = 0.60% (0.15% per quarter); Subsequent Amounts = 0.40% (0.10% per quarter). Our minimum asset size is $500,000, with some exceptions.

Why is being fee-only important? +

Our fee-only model assures our clients that our recommendations are based on merit, not on the amount of compensation we receive. Commissions, bonuses and perks are conflicts of interest that may harm you. As fee-only advisors, we eliminate those conflicts.

Where is my money held? +

All accounts and investments are held in the client’s name at an independent financial custodian. Great Oak Capital Partners does not take control or custody of any client assets.

Are you a fiduciary? +

Yes. We’ve chosen to hold ourselves to the highest legal standard to always act in your best interest. In other words, we put the client first. Period. Not sometimes, not sort of. Just first.

What is your investment approach? +

We embrace decades of peer-reviewed, unbiased academic research – what’s called the Evidence-Based Investment Approach. The overwhelming evidence tells us that diversification is key, costs matter, and that asset allocation, not market timing or stock selection, determines performance.

Why should I choose you as my advisor? +

We are true advisors – not product pushers, not sales people, not stock brokers or insurance agents. We ask the right questions, listen intently, and formulate a plan for you that is easy to understand, and deeply rooted in decades of science and academia, giving you the best chance of success.

Who is your typical client? +

While our clients come from all walks of life – families, professionals, businesses, retirees – they all have one desire in common: that their goals and success, and the money that will help achieve them, be respected. Our commitment to upholding that responsibility is reflected every day in the choices and recommendations we make for our clients.