What departments does Oasis Wealth Planning Advisors, LLC have?

Oasis Wealth Planning Advisors, LLC has employees across 2 departments including Operations, Finance.

What is the largest department at Oasis Wealth Planning Advisors, LLC?

The largest department at Oasis Wealth Planning Advisors, LLC is Operations with 2 employees.

Where are Oasis Wealth Planning Advisors, LLC employees located globally?

Oasis Wealth Planning Advisors, LLC has employees across 2 continents and 2 countries including Cyprus, United States Of America.

How has Oasis Wealth Planning Advisors, LLC's team size changed over time?

Oasis Wealth Planning Advisors, LLC's team has grown from approximately 9 to 10 employees based on available data.

Oasis Wealth Planning Advisors, LLC Employee Directory

Financial ServicesTennessee, United States11-50 Employees

Oasis Wealth Planning Advisors, LLC is a mid-sized financial services firm that provides tax-focused planning alongside fee-only investment management. Based in Nashville, Tennessee, it serves near-retirees, retirees, and surviving spouses across Tennessee, Florida, and Georgia, with regional hubs in Nashville, Tampa, and Atlanta. In addition to in-person engagement, the firm also serves clients outside these markets via video conferencing. 

The firm operates as independent fiduciaries, adopting a team-based approach and emphasizing long-term management of client plans built on trust. Its services are fee-only and cover retirement and tax planning, investment guidance, asset allocation, risk management, estate and college funding strategies, and other general financial planning needs.

Oasis Wealth Planning Advisors, LLC Global Highlights

North America
15

United States Of America
15

Europe
1

Cyprus
1

Oasis Wealth Planning Advisors, LLC's Leadership

G. C. E.
Chief Compliance Office, Trading Specialist And Portfolio Operations
Mobile Phone
Email
S. M.
Wealth Planning Advisor, Managing Partner
Mobile Phone
Email
C. C.
Operations Manager
Mobile Phone
Email
B. S.
Wealth Advisor
Mobile Phone
Email
M. W.
Operations Support Associate
Mobile Phone
Email
M. B.
Wealth Planner
Mobile Phone
Email
S. C.
Associate Wealth Advisor
Mobile Phone
Email
S. W.
Investment Advisor Representative
Mobile Phone
Email

Oasis Wealth Planning Advisors, LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Oasis Wealth Planning Advisors, LLC

Name

Title

Contact Info

Location

Last Update

S. M.
Wealth Planning Advisor, Managing Partner
Mobile Phone
Email
United StatesTennessee
Jun 27, 2026
C. C.
Operations Manager
Mobile Phone
Email
United StatesNew Jersey
Jun 25, 2026
B. S.
Wealth Advisor
Mobile Phone
Email
United States
Dec 03, 2025
M. W.
Operations Support Associate
Mobile Phone
Email
United StatesFlorida
Dec 03, 2025
M. B.
Wealth Planner
Mobile Phone
Email
United StatesArkansas
Jun 08, 2026
S. C.
Associate Wealth Advisor
Mobile Phone
Email
United StatesArkansas
Apr 16, 2026
S. W.
Investment Advisor Representative
Mobile Phone
Email
United StatesGeorgia
Jun 08, 2026
D. O.
Associate Financial Advisor
Mobile Phone
Email
United StatesMassachusetts
Oct 26, 2025
M. S.
Wealth Planning Advisor
Mobile Phone
Email
UNITED STATES
Sep 22, 2025
A. S.
Client Relationship Associate/ Paraplanner
Mobile Phone
Email
United States
Jun 25, 2026

Frequently Asked Questions

What is Oasis Wealth Planning Advisors, LLC known for?

Oasis Wealth Planning Advisors, LLC operates in the Financial Services industry. The company's main headquarters is located in 600 12th Avenue South #803 Nashville, Tennessee 37203 United States. Explore Oasis Wealth Planning Advisors, LLC's company overview page for more information.

What is Oasis Wealth Planning Advisors, LLC's most common email format?

Oasis Wealth Planning Advisors, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Oasis Wealth Planning Advisors, LLC email formats with LeadIQ.

How many employees does Oasis Wealth Planning Advisors, LLC have currently?

Oasis Wealth Planning Advisors, LLC has approximately 12 employees as of June 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Oasis Wealth Planning Advisors, LLC's key employees and leadership?

As of June 2026, Oasis Wealth Planning Advisors, LLC's key employees include:

Chief Compliance Office, Trading Specialist And Portfolio Operations: G. C. E.
Wealth Planning Advisor, Managing Partner: S. M.
Operations Manager: C. C.
Wealth Advisor: B. S.
Operations Support Associate: M. W.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Oasis Wealth Planning Advisors, LLC Employee Directory

Find Oasis Wealth Planning Advisors, LLC employees' phone numbers or email addresses

Name search is limited — try advanced search instead