Malgorzata Guziak
Malgorzata Guziak is a CFP-designated registered investment advisor at Oasis Wealth Planning Advisors, based in Murfreesboro, TN, with 4 years of industry experience. Malgorzata 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
Murfreesboro, 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
Malgorzata is a notary public, notarizing documents for clients. This activity is not investment-related and takes minimal time.
Employment History
Current Registrations
Oasis Wealth Planning Advisors
Previous Registrations
Thrive Capital Management, LLC
Purshe Kaplan Sterling InvestmentsBroker
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
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