About Oak Capital Advisors
You've put your heart and soul into building your business. And as a successful entrepreneur, your business is not just your livelihood, it's your life. Which means you may not know where your business finances end and your personal finances begin. That's where we come in.
Brett Fellows, CFP®
Founder & President
Welcome to Oak Capital Advisors!
If you’re like most business owners, your business accounts for the majority of your household income. It may even be your largest financial asset. But that doesn’t mean it will be enough to provide for you once you stop working. In fact, most small businesses that go on the market never actually sell.
Our mission is to help you achieve financial independence, so you can exit your business on your terms. We oversee the various aspects of your personal financial life. In addition, we help you make smart decisions for your future–for example, planning your exit strategy, diversifying your financial resources, and securing your legacy.
Our services are designed to meet the unique financial planning needs of small business owners. 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 business, but 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 entrepreneurs with business and financial planning. As a result, he founded Oak Capital Advisors and has since dedicated his career to helping business owners reduce risk, minimize taxes, and invest smarter so they can confidently retire on their own 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.
Frequently Asked Questions
We work primarily with small business owners who have accumulated investable assets of $500,000 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. Requesting a complimentary Financial Independence Roadmap™ 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 exit and ongoing financial planning for small business owners. 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 efficiently exiting your business, 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 request a complimentary Financial Independence Roadmap™ to learn more.
Take the guess-work out of your financial future.
Start your journey with a complimentary Financial Independence Roadmap™.