About Oak Capital Advisors
We are an independent, fee-only, registered investment advisory firm. So we are designed to objectively provide Financial Planning advice without conflict of interest. And because we operate with the highest fiduciary standards, we consider a long-term relationship built on trust and transparency to be our ultimate goal.
Brett K. Fellows
Founder and President
My career began in the golf industry in 1996. The same year when a person named Tiger Woods announced he was turning professional, maybe you've heard of him? 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.
Unique to my experience was that I was a golf course operator leasing the land from a separate, real estate trust. When the residential real estate market boomed in the early 2000s, my company had to face the question: either buy the land or risk going out of business when someone else does. Neither result happened, but the impact was great.
In fact, it made such an impression on me, that I left the golf company, to start Oak Capital Advisors, helping individuals and business owners over age 50 manage their wealth so they can reduce taxes, invest smarter, and retire with confidence on their timeline.
I am a proud graduate of Bentley University, a national leader in business education.
I also hold the CERTIFIED FINANCIAL PLANNER™ and Certified Exit Planner™ professional designations.