Oak Street Advisors Employee Directory

Financial ServicesSouth Carolina, United States2-10 Employees

Oak Street Advisors is a fee‑only financial planning and investment advisory firm operating in the Financial Services industry. Based in Myrtle Beach, South Carolina, the firm serves individuals and small businesses, aiming to address financial planning needs with a fiduciary standard of care that prioritizes clients’ best interests and full disclosure of potential conflicts. As a Registered Investment Advisor, it adheres to a high level of integrity and client familiarity, seeking to understand clients’ long‑term objectives and personal circumstances beyond mere account details. The company positions itself as a practitioner of independent, conflict‑free advice, aligning services with comprehensive planning rather than product sales. It is a small firm that emphasizes personal service and family‑like treatment, while maintaining professional standards through membership in the National Association of Personal Financial Advisors (NAPFA). A recent development noted is its continued operation as a fee‑only advisory firm serving private clients and small businesses from its Myrtle Beach location.

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