A complete list of active advisors currently associated with Oasis Wealth Planning Advisors

Warmer can help you find a great advisor at Oasis Wealth Planning Advisors or one who fits your needs even better.

Oasis Wealth Planning Advisors is a fee-only advisory firm serving individuals, high‑net‑worth clients, families, and participant‑directed retirement plans. The seven‑adviser team manages approximately $275.9 million for roughly 186 clients and offers integrated services including ongoing wealth planning, investment management, financial planning assessments, and retirement plan advisory services. The firm implements strategic asset allocation with a mix of passively managed and actively managed no‑load mutual funds and ETFs, and typically uses discretionary authority to manage client accounts while treating cash as an asset class. Client engagements range from multi‑year Wealth Planning relationships with scheduled reviews to limited Financial Planning Assessments and Financial Fitness Reviews, and clients receive access to an eMoney client portal for consolidated reporting. Compared with many peer team firms, Oasis maintains a larger multi‑office structure (16 offices) and discloses a referral arrangement with Wealthramp, Inc., under which Oasis compensates Wealthramp for client referrals. The brochure also notes the firm’s fiduciary status for ERISA matters, occasional inclusion of tax preparation within wealth planning engagements, and continuation of legacy client arrangements with independent managers, features that differentiate its service mix from typical team firms.

To learn more about the advisors currently working at Oasis Wealth Planning Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.