Alfred Cerrati
Oak Advisors · Bluffton, South Carolina
Alfred Cerrati is a fee-only financial advisor at Oak Advisors in Bluffton, South Carolina. Alfred focuses on retirement planning, tax planning and estate & legacy planning. Oak Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Oak Advisors |
|---|---|
| Based in | Bluffton, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $284.7M across 523 accounts |
| SEC registration | Investment adviser representative in SC · CRD 4671684 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | oakadvisors.net |
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Questions about Alfred
Is Alfred Cerrati a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alfred holds no broker registration, and Oak Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alfred charge for financial advice?
Alfred's firm, Oak Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Alfred Cerrati based?
Alfred Cerrati is based in Bluffton, South Carolina.
What does Alfred specialize in?
Alfred's specialties include retirement planning, tax planning, estate & legacy planning and family wealth transfer. Alfred works with multi-generational families.
Is Alfred Cerrati registered with the SEC?
Yes. Alfred Cerrati is registered as an investment adviser representative in SC (CRD 4671684), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Oak Advisors manage?
Oak Advisors reports $284.7M across 523 accounts in assets under management.
How do I contact Alfred Cerrati?
Through Alfred's website, oakadvisors.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Oak Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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