CHARLESTON, SC - InvestmentNews announced today that Brett Fellows, CFP®, has been named a Top 100 Financial Advisor in the financial advice industry. The Investopedia 100 celebrates financial advisors who are making significant contributions to critical conversations about financial literacy, investing strategies, life-stage planning, and wealth management. Fellows was selected based on his commitment to creating valuable educational content for local small business owners seeking financial advice, as well as his efforts to advocate for financial literacy in diverse communities.
“It’s an honor to be recognized by Investopedia for this award and appear alongside so many of my most respected colleagues,” said Fellows. “I hope to use this platform to make a bigger impact on my community by helping more small business owners retire successfully.”
As founder and chief executive of Oak Capital Advisors in Charleston, South Carolina, Brett engages his skills as a CERTIFIED FINANCIAL PLANNER™ to help small business owners achieve financial independence and exit their business on their terms. He is an author, speaker, and advocate for small business owners in the Charleston community.
In 2021, Fellows launched his popular “"The Retiring Entrepreneur" podcast to help business owners make informed decisions about retirement planning, tax reduction, and sound money management. He is also a familiar presence on social media, regularly contributing to investors’ and entrepreneurs’ knowledge base.
Fellows brings over 17 years of industry experience to his financial advisory practice. He began his career as a small business owner in the golf industry and in 2005, decided to leverage his personal experience to help other entrepreneurs with business and financial planning. He founded Oak Capital Advisors in 2014 and has since dedicated his career to helping business owners reduce risk, minimize taxes, and invest smarter so they can confidently retire on their own terms. Brett is a CERTIFIED FINANCIAL PLANNER™ and a proud graduate of Bentley University, a national leader in business education.
Oak Capital Advisors is an independent, fee-only Registered Investment Advisor located in Charleston, South Carolina. Our experience and expertise make us uniquely qualified to address the financial planning needs of small business owners, from managing cash flow and diversifying your financial resources to planning for the day that you ultimately exit your business. Visit us at oakcapitaladvisor.com.
Investopedia is one of the largest and most renowned financial education companies on the internet. Investopedia provides millions of people with the information they need to successfully learn about personal finance and manage their money. To find the 100 best, Investopedia relies on peer-to-peer nominations. Next, they focus on those who demonstrated an ability to reach the largest and most relevant audience. This was measured by the impact and quality of their published work, public appearances, and online following.
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