Bryan Taylor
Oak Street Advisors · Mt. Pleasant, South Carolina
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.
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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 | $126.2M across 547 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in SC · CRD 6434772 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | oakadvisors.com/napfa_welcome.html |
How Bryan's firm compares
- Oak Street Advisors's average account is about $231,000, from its Form ADV (assets managed divided by 547 accounts).
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Questions about Bryan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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