Advisor at Great Oak Capital Partners, LLC
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Firm
Great Oak Capital Partners, LLC
Location
South Easton, MA 02375
Credentials
CFP®, Series 63, Series 65
Industry experience
20 years
John Noonan is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Great Oak Capital Partners, LLC since 2015. He holds Series 63 and Series 65 licenses and operates out of South Easton, MA. Great Oak Capital Partners serves individuals, high-net-worth clients, trusts, estates, and retirement plans with wealth management, portfolio management, financial planning, and retirement-plan advisory services. The firm employs an evidence-based investment approach focusing on low costs, diversification, rebalancing, and factor integration, using primarily institutional mutual funds and ETFs.
Based on Great Oak Capital Partners, LLC
Fixed fee for financial planning engagements, based on negotiated hourly rate and expected hours
$0 - $500,000: 1.00% $500,000 - $1,000,000: 0.80% $1,000,000 - $2,000,000: 0.70% $2,000,000 - $5,000,000: 0.60% $5,000,000+: 0.40%
Up to $250 per hour for financial planning services
Account minimum: $500,000 Fee-only: Wealth management fees based on tiered AUM schedule; financial planning hourly up to $250/hour or fixed fee; retirement plan advisory fees up to 1.00% annually
105 R Depot Street, Suite 5
South Easton, MA 02375
Florida · Massachusetts
Great Oak Capital Partners, LLC
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
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Bank
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Real estate agent
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Other specialized services
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