Gregory Ellms is a registered investment advisor at Oasis Wealth Planning Advisors, based in Wellesley, MA, 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, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 186 clients with $280M 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% |
Fees are generally not negotiable but may be modified for unique circumstances at the firm's discretion.
Fee Estimator
Location
Wellesley, MA
Get directionsHistory
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
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Wesley Delcol, CFPGuidance Point Advisors, LLC
- Ryan Huard, CFPFarther
- Michael Burbank, CFPWells Fargo Advisors
- Gregory Miller, CFAPacific Paradigm Advisors LLC
- Elizabeth Pleck, CFPFinancial Strategies, LLC
- James Karamourtopoulos, CFPNew England Private Wealth Advisors, LLC