Our CFP® Services can change your life!
Oak Street Advisors has chosen to be fee-only because we feel strongly that a fee-only model reduces conflicts of interest. Additionally, fee-only means you are paying the firm for their financial advice, not some financial product. It has been said that no man can serve two masters. If you are paid by product producers, they hold your first loyalty. If you are paid directly by your clients, then your first loyalty is to the client – as it should be.
Bryan Taylor's (Our Charleston Fee-Only Advisor) only incentive is to serve the client. Joe will recommend only the financial products that help the client reach their financial goals.
Oak Street Advisors Will Aid You With:
What is a Fee-Only Advisor?
At Oak Street Advisors, we know there is a better way: fee-only financial services. When you work with fee-only financial professionals, you never need to second-guess their suggestions and strategies. We aren’t paid by producers. We’re paid by you, and only by you. And that makes you—and your financial future—our highest priority. Oak Street Advisors committed to being fee-only financial advisors to give our clients complete confidence in our financial advice.
Choosing a Certified Financial Planner ® is No Easy Task!
Bryan Taylor CFP® and the rest of the Oak Street team know how to deliver top quality financial planning services and to make sure you're on the right path to achieving financial freedom.
Our Charleston, South Carolina Office