Brett Fellows, CFP®
Financial Planning for Small Business Owners
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Oak Capital Advisors, LLC
Brett Fellows, CFP®
Charleston, SC
Serving Clients Nationwide
Financial Planning for Small Business Owners
Areas of Focus
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Me
Hi, I'm Brett Fellows. My family and I have lived in Charleston, South Carolina, since 2005, the same year I launched Oak Capital Advisors.Prior to moving here, I had ownership in a Boston-based golf operating company for nine years. My experience in the golf industry taught me a lot about the relationship between business and money.
As a CFP® professional, I help successful business owners reduce risk, minimize taxes, and invest smarter so they can achieve financial independence.
When I’m not perfecting exit and retirement plans for my clients, you can find me on the water with my wife (Colleen), at Clemson University with my daughters (Grace & Margaret), or walking my golden retrievers (Chase & Bruno). If all else fails, you’ll find me at RiverTowne CountryClub attempting to master my golf game.
➕ LEARN MORE ABOUT BRETT
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 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™ 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
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a 15-minute call to get started with your complimentary Financial Independence Roadmap™. To learn more about what you can expect after scheduling your introductory phone call, check out our complete discovery process, available when you click the button above. I look forward to speaking with you.Offers Investment Management
Yes
About our Firm
Welcome to Oak Capital Advisors!If you’re like most business owners, your business accounts for the majority of your household income. It may even be your largest financial asset. But that doesn’t mean it will be enough to provide for you once you stop working. In fact, most small businesses that go on the market never actually sell.
Our mission is to help you achieve financial independence so you can exit your business on your terms. We oversee the various aspects of your personal financial life. In addition, we help you make smart decisions for your future–for example, planning your exit strategy, diversifying your financial resources, and securing your legacy.
Our services are designed to meet the unique financial planning needs of small business owners. 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
- Living in Retirement
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