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Brett Fellows

CDFA™, CFP®
Oak Capital Advisors, LLC
Mount Pleasant, SC
Always make your future bigger than your past.

Meet Brett

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Introduction - Brett Fellows
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The Importance of Setting Goals - Brett Fellows
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Financial Planning - Brett Fellows
Video Transcripts

Founder and President

“If we were meeting three years from today—and you were to look back over those three years to today—what has to have happened during that period, both personally and professionally, for you to feel happy about your progress?”

Brett brings more than a decade of experience helping clients succeed. Working with individuals and couples, he advises clients how to break through financial barriers to improve solutions.

Brett…

Founder and President

“If we were meeting three years from today—and you were to look back over those three years to today—what has to have happened during that period, both personally and professionally, for you to feel happy about your progress?”

Brett brings more than a decade of experience helping clients succeed. Working with individuals and couples, he advises clients how to break through financial barriers to improve solutions.

Brett graduated from Bentley University with a Bachelor of Science in Business Management. After graduating, he worked for a family business for 10 years in the golf industry. He then spent 7 years with MassMutual prior to opening his own wealth management and financial planning firm, Oak Capital Advisors, LLC, in 2013.

As a CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial Analyst® practitioner, Brett believes that clients are best served by independent advisors who provide non-conflicted advice, are transparent about the fees for advice and services they provide, and use innovative technology to positively impact their wealth experience.


Services offered

Investment management
Financial planning
Retirement planning
Tax planning
College planning

Experience with

Small business owners
Entrepreneurs
Families
Other professions

Fee structure

Based on % of assets
Flat Fee
Hourly

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™
CDFA™ - Certified Divorce Financial Analyst®

Education

BSc
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