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Oasis Wealth Planning Advisors

EST. AUM
$275,944,003

CONTACTS

CLIENT ACCOUNTS
709

Firm Details

Metro area Nashville
CRD Number 285474
Website oasiswealthplanning.com
Client types

Overview

Oasis Wealth Planning Advisors, LLC is a fee-only, fiduciary financial planning and investment management firm headquartered in Nashville, Tennessee. The firm specializes in tax-focused wealth management, helping clients—particularly near-retirees, retirees, and surviving spouses—navigate complex financial decisions with clarity and confidence. Oasis operates under a fee-only model (no commissions), emphasizing independence and alignment with client interests while delivering holistic financial planning and long-term advisory relationships.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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