Oak Advisors, LLC

Investment Advisor
in Bluffton, SC

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About this Advisor

Earl Nelson is a financial advisor operating out of Bluffton, South Carolina with 8 years of relevant experience. Nelson is on the advisory team at Oak Advisors, LLC. The advisor has gained experience at Wells Fargo Bank, Oak Advisors, LLC and Lang Capital LLC. Nelson maintains a Series 65 license, designating them as an investment advisor representative, and can advise clients in South Carolina. Oak Advisors, LLC is a business that has its headquarters in Bluffton, SC. It oversees $182 million in assets among its 416 client accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 416 client accounts, 26% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Oak Advisors, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules largely vary depending on which service is provided. Fee types billed by Oak Advisors, LLC may include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3 Clark Summit Drive Suite 201
Bluffton, SC 29910

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Oak Advisors, LLC Brokerage Details

Total Assets Under Management


SC Average: $646,059,043
Total Number of Employees


SC Average: 13
Total Number of Accounts


SC Average: 661
Average Account Size


SC Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Earl Nelson Work History

Earl has been registered as a financial advisor for 8 years.*

2014 - Present (10 years)

Oak Advisors, LLC

2013 - 2014 (1 year)

Wells Fargo Bank

2013 - 2013 (< 1 year)

Lang Capital LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Earl Nelson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Oak Advisors, LLC

Earl Nelson
Bluffton, SC
Sarah Huie
Bluffton, SC
John Chiacchiero
Bluffton, SC
Michelle Myhre
Bluffton, SC
Christopher Kiesel
Bluffton, SC
Alfred Cerrati
Bluffton, SC
Heidi Yoshida
Bluffton, SC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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