# Bryan Taylor

> Bryan Taylor is a fee-only financial advisor at Oak Street Advisors in Mt. Pleasant, South Carolina, who holds the CFP credential. Oak Street Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/bryan-taylor/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Oak Street Advisors
- **Based in:** Mt. Pleasant, South Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $126.2M across 547 accounts
- **Credentials:** CFP
- **CRD:** 6434772 (https://adviserinfo.sec.gov/individual/summary/6434772)
- **SEC registration:** Investment adviser representative in SC
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://oakadvisors.com/napfa_welcome.html

## Frequently asked questions

### Is Bryan Taylor a fee-only financial advisor?

Yes. Bryan Taylor is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Bryan's firm.

### How does Bryan charge for financial advice?

Bryan's firm, Oak Street Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Bryan Taylor based?

Bryan Taylor is based in Mt. Pleasant, South Carolina.

### What credentials does Bryan Taylor hold?

Bryan Taylor holds the CFP credential.

### Is Bryan Taylor registered with the SEC?

Yes. Bryan Taylor is registered as an investment adviser representative in SC (CRD 6434772), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Oak Street Advisors manage?

Oak Street Advisors reports $126.2M across 547 accounts in assets under management.

### How do I contact Bryan Taylor?

Through Bryan's website, oakadvisors.com/napfa_welcome.html.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/5837): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.