Oasis Wealth Planning Advisors
Oasis Wealth Planning Advisors (CRD# 285474) is a financial advisory firm headquartered in , . They manage $221,667,319 in 786 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management222MILLION
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Total Number of Accounts786ACCOUNTS
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Average Account Value$282,019
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, FL, GA, TN, TX
Melner Bond (CRD# 1496587) is an Investment Advisor Representative working at Oasis Wealth Planning Advisors in Nashville, TN and has over 22 years of experience in the finance industry.
Julie Lawrence (CRD# 4693288) is an Investment Advisor Representative working at Oasis Wealth Planning Advisors in Tampa, FL and has over 20 years of experience in the finance industry.
Stephen Martin (CRD# 2955244) is an Investment Advisor Representative working at Oasis Wealth Planning Advisors in Nashville, TN and has over 26 years of experience in the finance industry.
Melvin Spain (CRD# 3074772) is an Investment Advisor Representative working at Oasis Wealth Planning Advisors in Franklin, TN and has over 25 years of experience in the finance industry.