Brett Fellows, CFP®
Financial Planning for CRNAs
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Oak Capital Advisors, LLC
Brett Fellows, CFP®
Rate this
Advisor
Charleston, SC
Serving Clients Nationwide
Financial Planning for CRNAs
Areas of Focus
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Me
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 people 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.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
Affiliations
-
Financial Planning Association
- The AGC
Primary Location
126 Seven Farms Drive, Suite 160 Daniel Island, SC 29492
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Fee Only
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Schedule Your Complimentary Call This 45-minute phone or Zoom call will help us get a vision of your goals and financial concerns, and make sure we’re right for each other. You’ll see, at a high level, how our firm can improve your finances and help you build, grow, and preserve your wealth. At the end of this call, we will simply ask you to think about it. We are looking for long-term relationships, not a quick transaction. If you decide we aren’t a good fit, we will happily help you find another professional with the right expertise. There is never a hard sell or pressure to say “yes.”Offers Investment Management
Yes
About our Firm
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 CRNA's unique financial planning needs. 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.
Education
Bentley University, Bachelor of Science, Business Management
Awards and Honors
- Investopedia Top 100 Advisor (2022)
Hobbies and Interests
- Family
- Golf
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Dual Income Family
- Entrepreneurs
- Gen X
- Healthcare Professionals
- Living in Retirement
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
A wealth of knowledge!
✅ Wealthtender Certified Advisor Review™
Oct 11, 2024
Brett is very knowledgeable and experienced when it comes to financial planning and retirement. He graciously gave a presentation for our yearly CRNA professional development education seminar and his insights are both personalized and easily digestible. If you are looking for someone to help you achieve financial freedom- Brett is your answer!
Relationship to Financial Advisor: CRNA Association Director
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Highly recommend!
✅ Wealthtender Certified Advisor Review™
Sep 16, 2024
Brett and I recently worked together in a focused session. He is excellent at actively listening and individualizing his planning and advice to fit our family's needs and goals. His logical and linear thinking helped keep complex topics clear and concise. Thank you, Brett for your help!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Highest Integrity!
✅ Wealthtender Certified Advisor Review™
Jul 10, 2024
We’ve entrusted Brett with our financial planning for over 12 years. He guided us through the retirement planning process and now that we are retired, he is guiding us through tax management and estate planning. His knowledge of financial markets and economic indicators is superb and we are 100% confident and trusting in his counsel. I have recommended him to others and will continue to do so.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Trusted Financial Advisor
✅ Wealthtender Certified Advisor Review™
Jun 20, 2024
My husband and I have been working with Brett for over 10 years now. Not only did Brett come with a wealth of experience and knowledge but the interest of us as a young family and wanting to guide us in our wealth planning for the future. He really gives us a sense of security knowing we can count on him in helping us make financial decisions for our retirement.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Brett Fellows has been such an important part of my retirement planning
✅ Wealthtender Certified Advisor Review™
Jun 20, 2024
I looked to Brett to become my financial advisor about 10 years ago after I was turned off by my previous institutional "advisor in a box" seemed to only want to offer me certain products, clearly a sign that their advisors have a personal stake in getting me to sign up for something that either paid them some form of special commissions or otherwise.
I might with Brett after hearing good things from friends around his services and I particularly wanted to get a rolled over 401k into a more dynamic, actively managed portfolio. I was most impressed in his understanding of my primary goal - to grow my wealth towards attaining an early retirement, but also keeping my risk as low as possible; as well as helping me understand all of the costs that I was going to need to consider to put my daughter's through college (and not having that ruin my retirement plans).
I'm happy to say every time my wife and I talk with Brett it feels to me like he's as good a friend to us as he is a personal advisor, not just a financial advisor. We see eye to eye on priorities and I appreciate his advice very much!!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Great Financial Advisor!
✅ Wealthtender Certified Advisor Review™
Jun 11, 2024
Brett has done an excellent job with investing our money over the years. He is always professional and quick to respond if we have questions. We enjoy working with Brett and always recommend him to family and friends.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Trustworthy Professional
✅ Wealthtender Certified Advisor Review™
Jun 11, 2024
I have been with Brett for many years through my place of employment. After retiring, my husband & I started an additional account. Brett keeps up with all of the latest financial news and provides excellent advice for us! I recently referred our nephew to Brett for financial advice!
That says a lot!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Securing my financial future with Oak Capital Advisors was the best decision I ever made!
✅ Wealthtender Certified Advisor Review™
Jun 8, 2024
I have been a client of Oak Capital Advisors since 2015. From my first meeting with Brett to now, almost 10 years later, I couldn’t be more confident of my decision to invest and entrust my financial future with him and the firm.
Brett truly cares about me and my family on both a financial wellness and a personal level. He has started every meeting for the last ten years asking about my mom, my job, vacations and fun things we have planned, etc. as building a personal relationship has always been a foundational component of his business.
From day 1, Oak Capital Advisors has delivered expert financial advice with professionalism and clear communication practices. I always feel a sense of security and relief after each of my meetings with Brett. Additionally, Brett has been there for me and my family whenever we have needed him, not just on planned meetings. From managing my finances through a global pandemic, to big life decisions (job changes, home purchases and improvements) Brett has been my trusted advisor.
My financial plan was tailored for me personally based on my stage of life and the detail that was put into that very first meeting is the same level of detail we review every time we meet. Over the past ~9 years Brett has continued to personalize and update my financial strategy based on my personal life events ensuring my financial future is secure.
I’m so grateful for Brett and the team at Oak Capital Advisors as 9 years ago I made the best decision to trust them with my financial future.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Made My Retirement Goals Achievable
✅ Wealthtender Certified Advisor Review™
Jun 7, 2024
Brett has been my financial advisor for over 13 years. He assisted me greatly when I started my own law practice and has made my retirement goals a reality. I'm not quite there, but it is in sight! Brett is always available to bounce ideas off of and helps me make good decisions for my financial goals. He is always professional and is quite knowledgeable. Brett is my financial planner for life!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Excellent advisor!
✅ Wealthtender Certified Advisor Review™
Jun 7, 2024
Brett has been our advisor for close to a decade, and he is always reliable, trustworthy, thoughtful, and responsive. We have been lucky to have him help us think through major life decisions such as sending a child to college, starting a business, and planning for retirement. In particular, I appreciate how he is always willing to take the time to thoroughly explain complicated financial investments.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Demonstrates expertise and instills confidence
✅ Wealthtender Certified Advisor Review™
Jun 6, 2024
I've worked with Brett for several years and he has a keen grasp of the market, trends, and opportunities. He has helped me navigate retirement accounts as well as personal investments. The goal has always been to outperform the market while minimizing risk and Brett has consistently set my family up to do that. He is friendly and easy to talk to and can dial up or down the terminology depending on the audience. We continue to trust Brett and his guidance.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Best Financial Advisor
✅ Wealthtender Certified Advisor Review™
Jun 6, 2024
Brett has always been available whenever I have any financial questions, and I do have a lot.
He is polite and respectful every time I talk to him. He never tries to hurry me and he always makes sure I understand what he has told me.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Excellent service
✅ Wealthtender Certified Advisor Review™
Jun 6, 2024
Brett is such a dedicated financial advisor! You always feel he has your best interest in mind with every decision he helps you with. Personable,but not pesky! Perfect in our book!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Thank you, Brett!
✅ Wealthtender Certified Advisor Review™
Jun 6, 2024
Brett was recommended by our son. My husband and I started with Brett almost 8 years ago. Since we are in our 70’s , Brett has been instrumental in insuring we have all the proper paperwork for end-of-life decisions as well as directing most of our wealth in secure investments. While my husband would need to speak for himself, i am confident that if I were a widow, Brett would help me make initial decisions as needed. He is also helping us navigate Continuing Care Retirement Community finances should we take that route.
When we have an important or general question, Brett is very responsive and thorough in his answer.
Brett us a fine man. I so appreciate all the help he continues to give us.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Great advice and service
✅ Wealthtender Certified Advisor Review™
Jun 6, 2024
Brett is awesome to work with. Very professional and personable. Great results as well. I highly recommend. Thanks again!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Thankful for Brett and Oak Capital Advisors
✅ Wealthtender Certified Advisor Review™
Jun 6, 2024
Brett is wonderful! He has been my financial advisor for years. He is very knowledgeable and spends time educating me on the breakdown of numbers. I appreciate that he has gotten to know me and my husband and helps us set goals as a family with our finances. I can’t imagine trusting anyone else with our families finances!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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