Charleston, South Carolina

Retirement & Tax Planning For Charleston-Based Entrepreneurs

We help you exit your business, minimize taxes, and plan for a financially successful retirement. 

Oak Capital Advisors Charleston South Carolina

About Oak Capital Advisors

Oak Capital Advisors is an independent, fee-only Registered Investment Advisor specializing in retirement and tax planning for Charleston-based entrepreneurs. Our experience and expertise make us uniquely qualified to address the financial planning needs of business owners transitioning to the next stage of life–whether that’s full retirement or a version of it. If you’re ready to start planning for your future, we can help you identify your retirement goals and design a path to get you there by giving you the investment, tax, and risk management strategies you need.

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

We are compensated exclusively by the fees paid by our clients, meaning 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.

Who We Work With

We do our best work with entrepreneurs and their families nearing retirement, who have accumulated investment and retirement assets of $500,000 or more. In addition, our clients tend to share the following characteristics:

Located in or around Charleston, South Carolina

Business revenue of $1 million or more, strong cash flow, and 1-10 employees

Financial delegators looking for peace of mind when it comes to their investments, tax bill, and family's financial future

Brett Fellows, CFP®

Founder & President

Welcome! I’ve lived in Charleston 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 local entrepreneurs and business owners reduce risk, minimize taxes, and invest smarter so they can confidently retire on their terms.

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 retriever (Chase). If all else fails, you’ll find me at RiverTowne CountryClub attempting to master my golf game.

Take the guess-work out of your retirement plan.

Contact us for a free retirement assessment to streamline your path to retirement.

Get Expert insights on selling your business And Planning For Retirement

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