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Stephen Wood Martin
SM
CFP
Stephen Wood Martin
SM
CFP

Stephen Martin

Oasis Wealth Planning Advisors
12 Years of Experience
Nashville, TN
1 Disclosure
View SEC Summary
View SEC Summary

Stephen Martin is a CFP-designated registered investment advisor at Oasis Wealth Planning Advisors, based in Nashville, TN, with 12 years of industry experience. Stephen 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 7 more. Their firm serves 186 clients with $280M in assets under management.

Oasis Wealth Planning Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
186 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$275.9M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M0.75%
$2.0M - $4.0M0.50%
$4.0M - $7.0M0.35%
$7.0M - $10.0M0.25%
$10M+0.15%

Fees are generally not negotiable but may be modified for unique circumstances at the firm's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Contact

Stephen Wood Martin
SM
Stephen Martin

Location

Nashville, TN

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History

Regulatory History (1)
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Regulatory
May 2006
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Oasis Wealth Planning Advisors
October 2016 - Present · 10 yrs
Previous Registrations
Fifth Third Securities, INC.
June 2015 - May 2016 · 11 mos
Banc One Securities Corporation
February 2003 - January 2005 · 1 yr 11 mos
State Registrations4 states
FLGATNTX
Advisor

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
No exam information available for this advisor.
Additional Information

Steve Martin is aNashville, TN, Tampa, FL 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.Steve Martin, CFP®, CPA, JD, and his experienced team at Oasis Wealth servenear-retirees, retirees, and widowsas fiduciaries and are never paid commissions of any kind.

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Stephen Wood Martin
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