Oasis Wealth Planning Advisors provides comprehensive wealth planning and investment management services primarily for individuals, high net worth individuals, and families. The firm's flagship service, the Wealth Planning Service, combines ongoing financial planning, portfolio management, and tax preparation into a single integrated relationship. Oasis Wealth Planning Advisors crafts customized portfolios using a strategic asset allocation approach, typically utilizing no-load mutual funds, exchange-traded funds, government securities, and annuities. The firm operates as a registered investment advisor legally required to act in your best interest. In addition to ongoing relationships, Oasis Wealth Planning Advisors offers project-based services such as financial planning assessments, retirement readiness reviews, and fitness checkups for clients with more limited needs.
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.
