Brett Fellows, CFP®
Financial Planning for CRNAs
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Oak Capital Advisors, LLC Brett Fellows, CFP®
Charleston, SC
Serving Clients Nationwide
Financial Planning for CRNAs
5 out of 5 Stars
Jump to Reviews Areas of Focus
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
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 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 ®
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 Oak Capital Advisors, LLC
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
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
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Experience shows...
✅ Wealthtender Certified Advisor Review™
Aug 4, 2025
Brett has been working with us for a few years now. He always offers sound advice, but never pushy. He checks in to understand our current life situation, future goals, and anything that has changed that may impact our current financial strategy. On top of all of that, he is a pleasure to work with. I would highly recommend Brett and his team to help strategize on your financial plan.
Relationship to Financial Advisor: Client as of Aug 4, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Trusted Advisor
✅ Wealthtender Certified Advisor Review™
Aug 2, 2025
We consider Brett one of our most trusted advisors. He has helped us navigate through various life stages and supported our family through several major decisions. Brett is not only an expert but a man of strong character. I would highly recommend him to anyone seeking a financial planner. Thank you, Brett!
Relationship to Financial Advisor: Client as of Aug 2, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Guidance and Direction
✅ Wealthtender Certified Advisor Review™
Jul 29, 2025
15 years ago or more, Brett fellows came into our lives. We were both business owners, doing okay but not with any real concrete plan for our future. Brett became our planner and trusted advisor, not only for retirement but for helping us achieve personal goals. With Brett's guidance we have achieved far more than we could have ever expected and Craig was able to retire and sell his business 5 years ahead of schedule. Thank you Brett
Relationship to Financial Advisor: Client as of Jul 29, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Testimonial for Brett Fellows
✅ Wealthtender Certified Advisor Review™
Jul 28, 2025
For over fifteen years, Brett Fellows has been an integral part of our lives—not only as a financial advisor but as a trusted confidant and friend. From the very beginning, Brett helped us build a retirement plan from the ground up, guiding us from early planning stages through to successful fulfillment. His expertise, accessibility, and genuine concern for our well-being have been invaluable. Brett consistently goes above and beyond, offering insightful guidance on investments, tax considerations, and financial decisions—even beyond the scope of our portfolio. What sets him apart is his holistic approach: he always takes into account our entire family’s evolving needs and circumstances before offering thoughtful recommendations. Our relationship with Brett has grown from professional to personal over the years. We've had the pleasure of getting to know his family and sharing our own with him, further deepening our appreciation for the values he brings to his work and his life. As a fiduciary, Brett demonstrates unwavering integrity and professionalism. He is an exceptional advisor and an even better human being. It is a privilege to work with him—and to call him our friend.
Relationship to Financial Advisor: Client as of Jul 28, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
The Best! Saved us from Couples Therapy! :)
✅ Wealthtender Certified Advisor Review™
Jul 24, 2025
We can't recommend Brett Fellows our Financial Advisor highly enough! In times of uncertainty, he's a steady, calming presence--always talking my impulsive and sometimes anxious husband off the edge with clarity and reassurance. For me, he's completely transparent, respectful of my more conservative approach, and always makes sure I feel informed and empowered. He always has our financial goals as a couple forefront in our decision making enabling us to feel confident for our future. We truly trust Brett and feel incredibly grateful to have him guiding us.
Relationship to Financial Advisor: Client as of Jul 24, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Comprehensive service!
✅ Wealthtender Certified Advisor Review™
Jul 21, 2025
We started working with Brett at the beginning of his career and have followed him since. Brett approach to wealth management is confidence without arrogance, and genuine care and concern for the customer. He delivers so many personal touches throughout the life of the client-advisor relationship that I truly have been impressed. If you are looking for a quick fix, he's not your guy. If you are looking for a thoughtful and measure approach to growth, he's your guy!
Relationship to Financial Advisor: Client as of Jul 21, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Knowledge, Trust, and Peace of Mind
✅ Wealthtender Certified Advisor Review™
Jul 21, 2025
My financial journey started over 10 years ago at a picnic table talking to Brett. Since then I have trusted Brett and not worried about my financial future. It is a relief to me to have found someone who will put your mind to rest about financial issues, but who will also deliver. My finances are small change compared to most and yet I feel just as valued as a client as all the rest. Knowledge, trust, and peace of mind are why I have never second guessed my finances in the hands of Brett Fellows.
Relationship to Financial Advisor: Client as of Jul 21, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Highly recommended!
✅ Wealthtender Certified Advisor Review™
Jul 21, 2025
Our relationship with Brett has developed over a number of years, particularly after retirement in 2019. Our focus was on financial planning with handling of investment accounts, post retirement. We benefited from his extensive knowledge and understanding and also his outstanding patience and good humor as he guided us through a system foreign(and initially, incomprehensible) to us. Brett has a very professional approach to finance management and on a more personal level is a friendly and enthusiastic supporter of your long term goals. We came to him through personal recommendation and warmly recommend him to others.
Relationship to Financial Advisor: Client as of Jul 21, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
World-Class Financial Planning: My Oak Capital Experience
✅ Wealthtender Certified Advisor Review™
Jul 17, 2025
Working with Brett Fellows, CFP® at Oak Capital Advisors has been nothing short of a world-class experience—think Four Seasons or Ritz-Carlton level service, but for your financial life. My wife and I recently completed Oak Capital’s Retirement Assessment Process, and I can honestly say it exceeded every expectation. From the initial consultation to the final review, Brett delivered an incredibly thoughtful, personalized experience that left us feeling both empowered and informed. What really stood out was the professional video presentation Brett prepared. It wasn’t a generic financial report or a boilerplate plan—it was a customized, visually engaging walkthrough of our specific financial situation, retirement goals, and opportunities for improvement. He uncovered insights and strategies we had not considered, presenting them in a way that was approachable, actionable, and aligned with our family’s unique needs. Brett’s process is not just about spreadsheets and numbers; it’s about helping you clearly understand your financial roadmap while feeling supported every step of the way. His calm, knowledgeable approach made complex topics easy to digest, and we never once felt rushed or "sold to." Instead, we left the experience with a true partner in our financial future. If you're considering working with Oak Capital Advisors, I highly recommend scheduling time with Brett to go through his Retirement Assessment Process. It’s a no-pressure, high-value experience that will leave you better informed—whether you decide to engage further or not.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
I've never felt more secure about my financial future!
✅ Wealthtender Certified Advisor Review™
Mar 17, 2025
I am grateful to have Brett as my Certified Financial Planner. I am recently single after 26 years of marriage. Before becoming single, I wasn't concerned about planning for my financial future as an individual. The reality of planning for the first time after the age of 40 was terrifying. Brett has made the process stress-free. He assessed my needs, helped build a strategy to meet goals, and set expectations. He has great communication and is responsive to my questions. His examples and ability to answer questions in Laymond terms make the concepts and stock performance easy to understand including taxes. Additionally, we meet for performance reviews at least once annually, and he follows up with me throughout the year. His contribution percentage suggestions were spot on, and my IRA portfolio is performing beautifully!
Relationship to Financial Advisor: Client as of Mar 17, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Thanks for facilating our REALTOR® A Simple Path to Wealth Workshop
✅ Wealthtender Certified Advisor Review™
Mar 17, 2025
Brett conducted a financial planning workshop for Charleston Trident Association of Realtors® members to understand the value of budgeting and financial planning. He offered valuable insight with measurable goals and used an abundance of visuals. He answered member questions concisely and honestly. The workshop was a success, and our association received positive feedback with requests for additional financial education opportunities. We look forward to working with him again in the near future.
Relationship to Financial Advisor: Client as of Mar 17, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Exceptional Service and Expertise
✅ Wealthtender Certified Advisor Review™
Mar 16, 2025
Brett’s professionalism and expertise have given me confidence in my financial future. Whether it’s retirement planning, investments, or budgeting, he always offer insightful guidance and make complex concepts easy to understand. I always look forward to annual check in meeting where we discuss last years results and goals for the future. I highly recommend Capital Oak Advisors to anyone seeking a reliable, knowledgeable, and trustworthy financial advisor. Brett’s dedication and personalized approach make all the difference!
Relationship to Financial Advisor: Client as of Mar 16, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Thorough and Professional
✅ Wealthtender Certified Advisor Review™
Mar 14, 2025
Mr. Fellows is always confident and professional during the annual reviews. He addresses all questions and concerns very thoroughly and calmly.
Relationship to Financial Advisor: Client as of Mar 14, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Great service and advice
✅ Wealthtender Certified Advisor Review™
Mar 13, 2025
I first met Brett as the advisor for my work 401k and have stayed with him after retirement. Over the years I have been pleased with his financial advice and his professional but friendly demeanor. I recommended him to my niece and she gives him high praise as well.
Relationship to Financial Advisor: Client as of Mar 13, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Knowledgeable and thorough
✅ Wealthtender Certified Advisor Review™
Mar 13, 2025
Brett is the definition of reliable! He's thorough and explains things easily and carefully. If you don't understand, he is patient and helps those like me who are not financial-planning focused. He's been a great asset to our business and to each staff member!
Relationship to Financial Advisor: Client as of Mar 13, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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: Client as of Sep 16, 2024
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: Client as of Jul 10, 2024
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: Client as of Jun 20, 2024
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: Client as of Jun 20, 2024
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: Client as of Jun 11, 2024
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: Client as of Jun 11, 2024
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: Client as of Jun 8, 2024
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: Client as of Jun 7, 2024
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: Client as of Jun 7, 2024
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: Client as of Jun 6, 2024
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: Client as of Jun 6, 2024
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: Client as of Jun 6, 2024
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: Client as of Jun 6, 2024
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: Client as of Jun 6, 2024
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: Client as of Jun 6, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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Please see important disclosures below awards View Disclosures
Wealthtender Awards
Brett Fellows, CFP® received the 2025 Wealthtender Voice of the Client Highly Rated Advisor award.
Award Disclosures
Wealthtender awarded Brett Fellows, CFP® with its 2025 Voice of the Client Highly Rated Advisor Award on 06/01/25. Rating criteria based on eligible client reviews published on Wealthtender between 1/1/24 and 06/01/25. Although Oak Capital Advisors, LLC compensates Wealthtender for marketing services (including eligibility to be considered for this award), Wealthtender’s award criteria is objective and not influenced by compensation. This award is not a guarantee of future performance or success and client reviews may not be representative of the experience of all past or future clients. ↗️ View additional award details and FAQs (wt.reviews/awards)
