About Oak Capital Advisors
Brett Fellows, CFP®
Founder & President
Welcome to Oak Capital Advisors!
My career began in the golf industry in 1996, the same year a person named Tiger Woods (maybe you’ve heard of him) announced he was turning professional. The economy was great, our location was perfect, and the next 5 years we rode the golf boom. Right place at the right time. By 2003, I was vice president of a multi-facility golf operating company. I was part of a fast-growing, strong cash-flow family business, and I was able to witness first-hand the relationship between business and money.
Our business, like yours, existed for one reason: to turn a profit. However, the more successful we were, the more selfish our business became. It stole from us our money, our time, and our confidence. In exchange, our profits grew.
I began to notice the power money can have over us if we allow it. As business owners, it’s easy to measure our success solely by how much money we make. Unfortunately, money begins to take on an entirely different meaning when we lose sight of our true selves and core values. This realization had a profound influence on the way I view the business-money relationship. It’s no coincidence that shortly after, I left the golf industry to begin my career as a financial planner.
Helping you find balance
As a business owner, you have a relationship with something that always wants more of you, your time, and your dollars and resources. If you don’t take control of that relationship, the relationship controls you. You end up losing sight of what really matters–your family, your future, and your personal fulfillment.
My goal is to help you find balance–to help you maximize your financial success now, while making sure you and your family are prepared for the future. By having better conversations about money–not only as it relates to your business, but how it relates to your long-term goals for yourself and your family–we can develop a financial plan that lowers your taxes, grows your savings, and optimizes your income so you can enjoy your ideal retirement.
Brett Fellows began his career in the golf industry in 1996 and 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™, a Certified Exit Planner™, and a proud graduate of Bentley University, a national leader in business education.
Frequently Asked Questions
We work primarily with small business owners and their families who have accumulated investment and retirement assets of $500,000 or more and are within 10 years of retirement. Our clients are financial delegators, meaning they understand the importance of working with a fiduciary financial advisor and prefer to have access to expert advice when making important decisions about their financial futures. Scheduling a complimentary retirement readiness 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 and retirement 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 retirement planning for entrepreneurs and their families. 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 retirement goals, we may be a good fit. Explore our services or schedule a complimentary retirement readiness assessment to learn more.
Take the guess-work out of your retirement plan.
Start your journey with a complimentary financial assessment to evaluate your retirement readiness.