# Great Oak Wealth Management

Great Oak Wealth Management is a RIA based in Pottstown, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Pottstown, United States
- **Region:** North America
- **Address:** Pottstown, PA, United States
- **Assets under management:** Undisclosed
- **Website:** greatoakwealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/great-oak-wealth-managment

## Regulatory record

- **CRD number:** 127780
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/127780

## About

GREAT OAK WEALTH MANAGEMENT, INC is a state-registered investment adviser with $99 million in regulatory assets under management. The firm has 2 employees and 2 investment advisers. It operates with a small team.

## People

- John R. Sarian — Founder, CEO, Chief Investment Officer

## Questions

### How does Great Oak Wealth Management charge for its services?

The firm uses a fee-based model common to independent RIAs, charging clients a percentage of assets under management and offering flat-fee planning arrangements rather than relying on commissions. This fiduciary structure removes product-sale incentives and aligns the firm's revenue with client portfolio growth. The exact fee schedule is disclosed in the firm's Form ADV Part 2A and negotiated directly with clients.

### Does Great Oak Wealth Management operate as a fiduciary?

Yes. As a registered investment adviser, Great Oak Wealth Management is bound by the fiduciary standard under the Investment Advisers Act of 1940, which requires the firm to act in clients' best interests. This distinguishes the firm from broker-dealer representatives who operate under the suitability standard. The fiduciary duty covers both investment advice and the broader financial planning relationship.

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Last updated: 2026-06-03T20:00:00.000Z

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