Fee-Only Financial Planner | Charleston, South Carolina and Beyond
Financial Planning for Small Business Owners
Helping you achieve financial independence and exit your business on your terms
- Maximize Business Value
- Grow & Preserve Wealth
- Secure Your Legacy
Named an Investopedia Top 100 Financial Advisor in 2022
The Investopedia 100 celebrates financial advisors who are making significant contributions to critical conversations about financial literacy, investing strategies, life-stage planning and wealth management. With more than 100,000 independent financial advisors in the U.S., the Investopedia 100 spotlights the country’s most engaged, influential, and educational advisors.
About Oak Capital Advisors
As an independent, fee-only financial planner in Charleston, South Carolina, Oak Capital Advisors specializes in ongoing financial planning for small business owners. Our experience and expertise make us uniquely qualified to address your financial planning needs, from managing cash flow and diversifying your financial resources to planning for the day that you ultimately exit your business.
If you’re ready to secure your future, we’ll help you design a path that takes you from “overworked” to “work optional.”
What Makes Us Different?
Fiduciary
We have a legal and ethical obligation to put your interests first, and we take this responsibility very seriously.
Independent & Fee-Only
As a fee-only financial planner, our compensation comes exclusively from the fees our clients pay us. That means our only motivation is to protect and grow your assets.
CFP® Professional
CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving our clients' best interests.
Brett Fellows, CFP®
Founder & President
Welcome! My family and I have lived in Charleston, South Carolina since 2005, the same year I launched Oak Capital Advisors.
Prior to moving here, I had ownership in a Boston-based golf operating company for nine years. My experience in the golf industry taught me a lot about the relationship between business and money.
As a CFP® professional, I help successful business owners reduce risk, minimize taxes, and invest smarter so they can achieve financial independence.
When I’m not perfecting exit and retirement plans for my clients, you can find me on the water with my wife (Colleen), at Clemson University with my daughters (Grace & Margaret), or walking my golden retrievers (Chase & Bruno). If all else fails, you’ll find me at RiverTowne CountryClub attempting to master my golf game.
Our Awesome Clients
Serving the Charleston area and beyond, we do our best work with small business owners who have accumulated investable assets of at least $500,000. In addition, our clients tend to share the following characteristics:
You own a successful business with annual revenue in the seven figures and eventually plan to exit and retire on your terms.
You're looking for a fiduciary, fee-only financial planner to help you determine how much your business is worth, when you can exit, and who you can sell to.
You are seeking peace of mind when it comes to protecting your business, employees, and personal finances from unexpected setbacks and securing your financial future.
Take the guess-work out of your financial future.
Start your journey with a complimentary Financial Independence Roadmap™.
