Retirement Planning for Business Owners

Oak Capital Advisors, Certified Financial Planner, Charleston, South Carolina

About Oak Capital Advisors

Oak Capital Advisors is an independent, fee-only Registered Investment Advisor specializing in retirement planning for business owners. 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

Serving the Charleston area and beyond, we do our best work with business owners and their families who have accumulated investment and retirement assets of $500,000 or more. In addition, our clients tend to share the following characteristics:

You own a successful business with annual revenue in the seven figures and plan to sell within the next 10 years to fund your retirement.

You're looking for a trusted advisor 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 securing your family's future and prefer to delegate financial planning to an expert.

Brett Fellows, CFP®

Founder & President

Welcome! I’ve 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 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 retrievers (Chase & Bruno). 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.

Start your journey with a complimentary financial assessment to evaluate your retirement readiness.