This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-24-2016
- Office Locations
- 5
Office Locations
About Oasis Wealth Planning Advisors
Oasis Wealth Planning Advisors is a fee-only fiduciary RIA focused on retirement and tax-centered planning for near-retirees, retirees, and surviving spouses. The team provides retirement income planning, tax planning and preparation, and discretionary portfolio management using a “matched bucket” approach with low-cost, evidence-based indexing. Led by a CPA and tax lawyer, they serve clients from Nashville/Atlanta and across multiple states, including virtually nationwide.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
STEPHEN WOOD MARTIN
Advisor, Managing Member, WEALTH PLANNING ADVISOR
- CRD
- #2955244
- Ownership
- 50% but less than 75%
MELNER ROBERT BOND III
Advisor, Managing Member
- CRD
- #1496587
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
Unlock allContacts
Sage Marie Clement
--
- CRD
- #8209122
MALGORZATA GUZIAK
--
- CRD
- #7441281
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $257,730,484 | $389,321 |
| Non-Discretionary | $18,213,519 | $387,522 |
| Total | $275,944,003 | $389,202 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing