Gregory Ellms is a registered investment advisor at Oasis Wealth Planning Advisors, based in Nashville, TN, with 35 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 201 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2.0M - $4.0M | 0.50% |
| $4.0M - $7.0M | 0.35% |
| $7.0M - $10.0M | 0.25% |
| $10M+ | 0.15% |
There is a minimum fee of $10,000 annually for clients whose combined financial planning and investment management fee do not exceed $10,000. Fees can be negotiable.
Fee Estimator
Location
Nashville, TN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Gregory is a Secretary and Board Member for C. E. Holman Limited Partnership, a family-owned commercial property business. He spends minimal time on this activity.
Employment History
Current Registrations
Oasis Wealth Planning Advisors
Previous Registrations
Copper Beech Wealth Management
Cambridge Investment Research, INC.Broker
Beaumont Capital Management, LLC
Wellesley Asset Management, INC.
Charles Schwab & CO., INC.Broker
New England SecuritiesBroker
First Investors CorporationBroker
State Registrations1 state
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