# Lisa Quadrini

> Lisa Quadrini is a fee-only financial advisor at Brandywine Oak Private Wealth in Kiawah Island, South Carolina, who holds the CFP credential. Lisa charges a percentage of assets and focuses on equity compensation, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/lisa-quadrini/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Brandywine Oak Private Wealth
- **Based in:** Kiawah Island, South Carolina
- **Fee model:** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.57B across 2,836 accounts
- **Credentials:** CFP
- **Specialties:** Equity compensation, Tax planning, Estate & legacy planning, Family wealth transfer
- **Works with:** Pre-retirees, Retirees, Executives
- **CRD:** 2200508 (https://adviserinfo.sec.gov/individual/summary/2200508)
- **SEC registration:** Investment adviser representative in PA, SC
- **Exams passed:** Series 63 (1998), Series 65 (2001)
- **Firm size:** 15 employees
- **Disclosures:** None reported
- **Website:** https://www.brandywineoak.com

## Frequently asked questions

### Is Lisa Quadrini a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Lisa holds no broker registration, and Brandywine Oak Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Lisa charge for financial advice?

Lisa charges a percentage of assets.

### Where is Lisa Quadrini based?

Lisa Quadrini is based in Kiawah Island, South Carolina.

### What does Lisa specialize in?

Lisa's specialties include equity compensation, tax planning, estate & legacy planning and family wealth transfer. Lisa works with pre-retirees, retirees and executives.

### What credentials does Lisa Quadrini hold?

Lisa Quadrini holds the CFP credential.

### Is Lisa Quadrini registered with the SEC?

Yes. Lisa Quadrini is registered as an investment adviser representative in PA and SC (CRD 2200508), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Brandywine Oak Private Wealth manage?

Brandywine Oak Private Wealth reports $1.57B across 2,836 accounts in assets under management.

### How do I contact Lisa Quadrini?

Through Lisa's website, www.brandywineoak.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2200508): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.brandywineoak.com/): specialties, clients served, and fees, checked October 30, 2026

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