Advisor at Great Oak Capital Partners, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Great Oak Capital Partners, LLC
Location
South Easton, MA 02375
Credentials
CFP®, Series 63, Series 65
Industry experience
28 years
William Driscoll is a CFP® professional with 28 years of experience in the financial services industry. He is the principal of Driscoll Financial and has held roles at Great Oak Capital Partners, LLC, The Investment Center, Inc., and Ic Advisory Services Inc. Mr. Driscoll is also involved in insurance brokerage through his firm. Driscoll Financial offers fee-based financial planning, investment management, and consulting services to individuals, corporations, and qualified retirement plans, managing approximately $9.8 million in client assets. The firm combines insurance brokerage with pension consulting and employs both fundamental and technical analysis in portfolio management.
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
Massachusetts
Great Oak Capital Partners, LLC
2025 - Present (1 year)
William Driscoll Insurance, Inc. dba Driscoll Financial
2016 - Present (10 years)
The Investment Center, Inc.
2011 - 2016 (5 years)
Ic Advisory Services Inc
2011 - 2016 (5 years)
William Driscoll Insurance, Inc.
1989 - Present (37 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 66
Medfield, MA
Wolfstich Capital, LLC
Series 63, Series 65
Bridgewater, MA
Boston Investment Trust Management, Inc.
CFP®, Series 65, Series 66
Pembroke, MA
Full Life Financial Planning
Series 63, Series 65
Medfield, MA
Silk Investment Advisors
Series 65
Medfield, MA
Paceline Wealth Management, LLC
CFP®, Series 63, Series 65
Norwood, MA
Proficient Wealth Counselors, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")