About Oak Capital Advisors

Brett Fellows, CFP® | Fee-Only Financial Planner | Charleston, SC

Brett Fellows, CFP®

Founder & President

Welcome to Oak Capital Advisors!

If you’re like many CRNAs, your earnings account for the majority of your household income. But that doesn’t mean it will be enough to provide for you once you stop working. 

At Oak Capital Advisors, our mission is to help you achieve financial independence. We oversee the various aspects of your personal financial life and help you make smart decisions for your future, so you can retire on your terms.

Our services are designed to meet the unique financial planning needs of CRNAs. So, whether you’re seeking help with cash flow planning, investment management, tax or estate planning, we have the experience, expertise, and resources to help you achieve your goals.

Oak Capital Advisors helps you find balance.

Our goal is to help you maximize your financial success today while preparing you for what lies ahead.

Our process hinges on having better conversations about money–not only as it relates to your daily life, but also how it relates to your long-term goals. That way we can develop a financial plan that lowers your taxes, grows your savings, and optimizes your income, so you can have the future you envision for yourself.

About Brett Fellows, CFP®

Brett Fellows, CFP® began his career in the golf industry in 1996. Eventually, he worked his way up to vice president of a multi-facility golf operating company. In 2005, Brett decided to take what he had learned as a small business owner to help other busy professionals with business and financial planning. As a result, he founded Oak Capital Advisors and has since dedicated his career to helping CRNAs reduce risk, minimize taxes, and invest smarter so they can confidently retire on their terms.

Brett is a CERTIFIED FINANCIAL PLANNER™ and a proud graduate of Bentley University, a national leader in business education. In 2022, he was named a Top 100 Financial Advisor in the U.S. by Investopedia. 

20+ Years' Experience

Brett's depth of experience as a business owner and financial planner makes him uniquely qualified to address the financial planning needs of CRNAs.

CFP® Professional

The CERTIFIED FINANCIAL PLANNER™ certification is considered the standard of excellence in financial planning.

Fiduciary & Fee-Only

As a fiduciary financial advisor, Brett is legally and ethically required to act in his clients' best interests. In addition, he provides ongoing, comprehensive financial planning and investment management services for one transparent fee.

Frequently Asked Questions

We work primarily with CRNAs who have an annual household income of $300,000 or more. Our clients are financial delegators, meaning they understand the importance of working with a fee-only, fiduciary financial advisor and prefer to have access to expert advice when making important decisions about their financial futures. Scheduling a Pre-Op Assessment and going through our discovery process is a great way to get to know us better and determine whether Oak Capital Advisors is a good fit for your financial planning needs.  

Our fees are based on each client’s assets under management and the complexity of their financial planning needs. We receive no commissions for selling certain products, and we have no hidden fees. One transparent fee includes the management of all your investment accounts and ongoing financial planning. Our priority is to lower your taxes, reduce risk, and make sure you have a “10” level of confidence when it comes to achieving your financial goals. To learn more about what our fees include, click here

In short, no. We do our best work with clients who want to delegate their financial planning and investment management needs to an ongoing financial advisor. If you need help locating a financial planner who offers short-term services, send us a note and we will do our best to get you in the right hands.

Unlike financial advisors who serve a variety of client types, we specialize in retirement and ongoing financial planning for CRNAs. We intentionally limit the number of new clients we take on to deliver massive value and personalized service. In addition, we invest in industry-leading technology to simplify our clients’ lives.

Great question! Let’s start with what you shouldn’t expect. If you’re looking for an advisor who actively trades stocks in an attempt to “beat the market,”  we’re not the firm for you. However, if you need help investing smarter, lowering your overall tax bill, and developing a comprehensive financial plan to get you closer to your goals, we may be a good fit. Explore our services or schedule a Pre-Op Assessment to learn more. 

Take the guess-work out of your
financial future.

Start your financial planning journey by booking a complimentary consultation.

Free Guide!

A CRNA's Prescription to Comprehensive Financial Wellness

Download Your Free Copy!