Oasis Wealth Planning Advisors
Firm details
- Headquarters
- ,
- CRD number
- 285474
- Registered since
- July 16, 2024
- Website
- oasiswealthplanning.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI90.05%
- Individuals9.95%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Oasis Wealth Planning Advisors is an independent registered investment adviser that began SEC registration in 2024 and is organized as an LLC with individual ownership. The practice serves primarily individual and family clients and functions as a capital allocator, combining financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of third‑party advisers. Its billing mixes percentage-of-assets fees with hourly and fixed-fee arrangements. The adviser does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities79%
- Public Funds/Mutual Funds15%
- Cash & Cash Equivalents5%
- State & Local Bonds1%
Contacts
3 of 7
Brandon Seibel
Wealth Planning AdvisorCRD 7527689
Karissa Mclaren
Wealth AdvisorCRD 7925817
Malgorzata Guziak
Wealth Planning AdvisorCRD 7441281
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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