Ryan Cooper
Advisor at Oak Street Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Oak Street Advisors
Location
Myrtle Beach, SC 29577
Credentials
Series 65
Industry experience
3 years
About
Ryan Cooper is a financial advisor at Oak Street Advisors in Myrtle Beach, SC, holding a Series 65 designation with three years of industry experience. He has worked at Oak Street Advisors since 2021 and previously held positions at The Bowery, Jimmy John's of Myrtle Beach, and Peaches Corner. Oak Street Advisors provides fee-only financial planning and discretionary portfolio management primarily for individual and high-net-worth clients, as well as retirement plan consulting for businesses and plan sponsors. The firm uses a Core ETF strategy for diversified investment management and offers tailored portfolios, regular monitoring, and specific trading practices to manage execution risks.
Client services
Based on Oak Street Advisors
Financial planning
Portfolio management
Pension consulting
Newsletters or periodicals
Expertise
Based on Oak Street Advisors
General retirement planning
Social Security optimization
Retirement income strategy
Business succession planning
Fee options
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,500,000: 1.00% $1,500,001 - $3,500,000: 0.75% $3,500,001 - $6,000,000: 0.50% $6,000,001+: 0.25%
$350 per hour for financial planning and consulting services
Account minimum: $500,000 Minimum fee: $5,000 minimum annual fee for investment advisory services Fee-only: Fee-only investment advisory services
Location
1335 44 Th Ave N. Suite 201
Myrtle Beach, SC 29577
Most active in
Ryan C has reported serving >5 clients in these states in the last 12 months.
Georgia · North Carolina · South Carolina
Work history
Oak Street Advisors
2021 - Present (5 years)
The Bowery
2017 - 2021 (4 years)
Jimmy John's of Myrtle Beach
2016 - 2017 (1 year)
Peaches Corner
2012 - 2016 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Series 65
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James V
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Tiffany M
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Myrtle Beach, SC
Marshall Financial
Joshua H
CFP®, Series 65
Murrells Inlet, SC
Meridian Financial Advisory LLC
Denis K
CFP®, ChFC®, Series 63, Series 65
North Myrtle Beach, SC
Novus Advisors
William H
Series 63
Murrells Inlet, SC
Hardwick Capital Management, LLC
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