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).

Current Firm Details
https://www.oasiswealthplanning.com
By the Numbers
  • Total Assets Under Management
    222
    MILLION
  • Total Number of Accounts
    786
    ACCOUNTS
  • Average Account Value
    $282,019
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, FL, GA, TN, TX

Financial Advisors at Oasis Wealth Planning Advisors
Showing 1 - 4 of 4 top financial advisors.
1
Melner Bond, financial advisor Nashville TN
Melner R. Bond
CRD#: 1496587
Nashville, TN

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.

2
Julie Lawrence, financial advisor Tampa FL
Julie W. Lawrence
CRD#: 4693288
8565 W. Linebaugh Ave, Tampa, FL 33625

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.

3
Stephen Martin, financial advisor Nashville TN
Stephen W. Martin
CRD#: 2955244
Nashville, TN

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.

4
Melvin Spain, financial advisor Franklin TN
Melvin C. Spain
CRD#: 3074772
1127 West Main Street, Franklin, TN 37064

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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