Melner Bond is a CFA-designated registered investment advisor at Oasis Wealth Planning Advisors, based in Nashville, TN, with 15 years of industry experience. Melner 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, Gen X, and 4 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.
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Melner is a co-owner and manager of Bond Coffee Company, a coffee bean reseller, and spends about 10% of his time ordering beans and maintaining the books. He is also self-employed as a consultant, writing business plans and providing other business-related consulting services, taking up about half his time.
Employment History
Current Registrations
Oasis Wealth Planning Advisors
Previous Registrations
Envision Wealth Planning
Bb&t Asset Management, INC.
MML Investors Services, INC.
State Registrations4 states
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
Additional Information
Mel Bond ia aNashville, TN and Atlanta, GA Fee-Only financial planner. Oasis Wealth Planning Advisors provides holisticfinancial planning, retirement planning, tax planning, and investment managementto help clients plan for and navigate their unique retirement journey.Mel Bond, CFP®, CFA®, CKA®, MBA, and his experienced team at Oasis Wealth servenear-retirees, retirees, and widowsas fiduciaries and are never paid commissions of any kind.