Brett Fellows
Oak Capital Advisors · Mt. Pleasant, South Carolina
Brett Fellows is a fee-only financial advisor at Oak Capital Advisors in Mt. Pleasant, South Carolina, who holds the CFP credential. Brett charges a percentage of assets and an ongoing planning fee and focuses on physicians & residents, retirement planning and tax planning.
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Specialties
Who they serve
- Physicians
- High earners
Facts
| Firm | Oak Capital Advisors |
|---|---|
| Based in | Mt. Pleasant, South Carolina |
| Fee model | Percentage of assets · Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $62.6M across 219 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in SC · CRD 4955706 |
| Exams passed | Series 63 (2005) · Series 65 (2008) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.oakcapitaladvisor.com |
| Profile |
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Questions about Brett
Is Brett Fellows a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brett holds no broker registration, and Oak Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brett charge for financial advice?
Brett charges a percentage of assets and an ongoing planning fee.
Where is Brett Fellows based?
Brett Fellows is based in Mt. Pleasant, South Carolina.
What does Brett specialize in?
Brett's specialties include physicians & residents, retirement planning, tax planning and estate & legacy planning. Brett works with physicians and high earners.
What credentials does Brett Fellows hold?
Brett Fellows holds the CFP credential.
Is Brett Fellows registered with the SEC?
Yes. Brett Fellows is registered as an investment adviser representative in SC (CRD 4955706), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Oak Capital Advisors manage?
Oak Capital Advisors reports $62.6M across 219 accounts in assets under management.
How do I contact Brett Fellows?
Through Brett's website, www.oakcapitaladvisor.com.
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 Capital 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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