Lisa Quadrini
Brandywine Oak Private Wealth · Kiawah Island, South Carolina
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.
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Specialties
Who they serve
- Pre-retirees
- Retirees
- Executives
Facts
| Firm | Brandywine Oak Private Wealth |
|---|---|
| Based in | Kiawah Island, South Carolina |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $1.57B across 2,836 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA, SC · CRD 2200508 |
| Exams passed | Series 63 (1998) · Series 65 (2001) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.brandywineoak.com |
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Questions about Lisa
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.
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
- Brandywine Oak Private Wealth 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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