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Follow Brett Fellows, CFP® in the Media
Charleston Financial Advisor Recognized Nationally for Contributions to Financial Advice Industry
Charleston Regional Business Journal
August 3, 2022
As founder and chief executive of Oak Capital Advisors in Charleston, South Carolina, Brett engages his skills as a CERTIFIED FINANCIAL PLANNER™ to help small business owners achieve financial independence and exit their business on their terms. He is an author, speaker, and advocate for small business owners in the Charleston community.
Investopedia Top 100 Financial Advisors of 2022
Investopedia
July 11, 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.
July 7, 2022
These liquidity and diversification strategies can help you minimize your risks and prepare for a successful retirement.
February 28, 2022
If you’re thinking about exiting your business, asking yourself these five questions can help set you on the right path.
January 28, 2022
Saving for retirement can be tough, especially for small business owners. Here are four retirement challenges and how to approach them.
January 11, 2022
Estimating expenses as you plan for retirement can be tricky. Here are five ways you can help yourself accurately track yours.
December 24, 2021
The Great Resignation has sparked discussion on how employers can improve the work environment for their employees.