What Oasis Wealth Planning Advisors does

Oasis Wealth Planning Advisors is a privately held, fee-only fiduciary Registered Investment Advisor headquartered in Nashville, Tennessee. The firm serves near-retirees, retirees, widows, and corporate executives through a unified retirement planning offering that integrates retirement income and cash flow planning, proactive income tax planning (led by in-house CPA and tax attorney staff), evidence-based investment management using its proprietary Matched Bucket Approach, Social Security and pension optimization, estate and insurance coordination, and life-centered planning. Pricing is structured around a quarterly flat fee (starting around $2,500 per quarter) for the ongoing relationship and a one-time Retirement Readiness Assessment ($3,500 to $7,000), with no commissions, product sales, or referral fees and no formal asset minimum.

The firm is led by founder Steve Martin (CFP, CPA, JD, LLM) and staffed by a cross-disciplinary team holding CFP, CPA, JD, LLM, and CFA credentials, with named advisors in Tennessee, the Carolinas, Florida, Georgia, Pennsylvania, and Alabama. Distribution is executed through a regional hub model with professional office meeting locations across Tennessee, North Carolina, South Carolina, Florida, Georgia, Pennsylvania, Alabama, and Kentucky, complemented by secure video consultations for nationwide reach. Marketing channels include a blog/insights library, The Retirement Oasis podcast, free downloadable guides, email newsletters, and organic social on Facebook, Twitter/X, Instagram, LinkedIn, YouTube, Vimeo, and Tumblr, supported by NAPFA, Garrett Planning Network, and ACP membership credibility. Membership media features include The Wall Street Journal, CNBC, U.S. News & World Report, NFIB, and Fiduciary News.

Operationally the firm operates as Oasis Wealth Planning Advisors, LLC, a Tennessee-domiciled LLC owned and operated by its founding team with no external venture capital or private equity backing. The technology stack is deliberately lean — centered on secure video for client consultations — with no mobile app, no public API, and no proprietary software products; differentiation rests on talent credentials, fiduciary structure, integrated tax-first planning methodology, and the multi-state regional footprint rather than on technology or AI/ML capabilities.

Name

Oasis Wealth Planning Advisors

Legal name

Oasis Wealth Planning Advisors, LLC

Website

https://oasiswealthplanning.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Oasis Wealth Planning Advisors is a fee-only fiduciary RIA in Nashville providing tax-focused retirement, investment, and estate planning to near-retirees, retirees, widows, and corporate executives via quarterly flat-fee engagements and regional offices across eight states.

Ownership category

akta.pro rank

Product category

Retirement and Wealth Planning Advisory

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industries

Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE), Fee-Only Advisory (FSAEAAAL), Tax-Aware Investment Planning (FSAEAAAE), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

Keywords

• Retirement income planning
• Fee-only financial advising
• Fiduciary investment management
• Proactive tax planning
• Estate planning coordination

Headquarters

HQ city

Nashville

HQ country

United States

HQ region

North America

Offices16 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Ongoing Wealth Planning Services: Comprehensive continuing relationship including financial planning, retirement income strategy, tax analysis, investment management, and regular reviews. Billed as quarterly flat fee.
2. Retirement Readiness Assessment: One-time in-depth review of retirement plan covering tax planning, asset allocation, Social Security timing, withdrawal strategy, and more. Ideal for those seeking targeted guidance without ongoing engagement.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels7 records

Core offering

Oasis Wealth Planning Advisors delivers fee-only, fiduciary financial planning and investment management services centered on retirement income and cash-flow planning, year-round tax planning led by a CPA and a tax attorney, evidence-based portfolio management via its proprietary matched bucket approach, Social Security and pension optimization, and coordination of estate and insurance planning. The flagship offering is Ongoing Wealth Planning Services, a quarterly flat-fee continuing relationship that integrates these disciplines; a separate one-time Retirement Readiness Assessment provides targeted guidance for prospects not seeking an ongoing engagement.

Product overview

Oasis Wealth Planning Advisors offers a single unified financial planning and investment management service centered on tax-focused, fee-only fiduciary advice for near-retirees, retirees, and widows. The core offering is Ongoing Wealth Planning Services, which integrates Retirement Income & Cash-Flow Planning, Proactive Income Tax Planning, Evidence-Based Investment Management (using a matched bucket approach), Social Security & Pension Optimization, Estate & Insurance Planning Coordination, and Life-Centered Planning — all coordinated as one integrated plan rather than separate silos. A one-time Retirement Readiness Assessment provides targeted guidance for those not ready for an ongoing engagement. Tax Preparation Services and Executive Compensation & Equity Planning are supplementary offerings for clients with specific needs. The firm does not offer standalone software, APIs, or self-service products.

Differentiator

Problem solved

Functional benefit

Products and services

• Ongoing Wealth Planning Services Comprehensive, continuing fiduciary relationship that integrates retirement income and cash-flow planning, proactive tax planning, evidence-based investment management using the matched bucket approach, Social Security and pension optimization, estate and insurance coordination, and life-centered planning. Billed quarterly as a flat fee typically starting around $2,500 per quarter, with clients typically meeting 3-5 times in year one and annually or semi-annually thereafter, plus ongoing year-round support. No formal asset minimum is required for this service.
• Retirement Readiness Assessment One-time, in-depth retirement plan review covering tax planning, asset allocation, Social Security timing, withdrawal strategy, and other retirement-critical topics. Fee generally ranges from $3,500 to $7,000. Designed for individuals seeking targeted guidance without an ongoing engagement.
• Tax Preparation Services Income tax return preparation offered for clients who prefer a one-stop shop, provided by the CPA on staff at Oasis Wealth Planning.
• Executive Compensation & Equity Planning Strategic planning for stock options, RSUs, deferred compensation, and concentrated positions, with tax-aware strategies tailored to executive roles and high-income careers. Designed to integrate equity compensation decisions with broader retirement income and tax planning.

Quantifiable outcome

• Tax savings through Roth conversions and tax-efficient withdrawals can save tens or hundreds of thousands of dollars
• +1 more outcomes

Named customers7 records

Segments7 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators5 records

Recent moves12 records

Expansion highlights5 records

Broad incumbents

• Cerity Partners: Large fee-only wealth management firm offering retirement income planning, tax planning, and estate coordination to individuals nationwide — overlaps Oasis's integrated retirement-planning service suite.
• Edelman Financial Services: Large, established fee-only RIA providing retirement income planning, tax planning, and estate coordination for individuals nationally — comparable service mix and fee-only fiduciary positioning at significantly larger scale.
• Mercer Advisors: Nationally expanding fee-only RIA delivering retirement, tax, estate, and investment planning through a regional hub model — comparable multi-state hub strategy and integrated planning approach.
• Creative Planning: One of the largest U.S. fee-only RIAs offering full wealth management including retirement income and tax planning across all client segments — broader scale than Oasis but operating in the same fiduciary, fee-only retirement-planning category.

Direct peers

• Buckingham Strategic Wealth: Large national fee-only RIA focused on retirement planning, tax-aware portfolio construction, and fiduciary advice for mass-affluent and retiree households — directly comparable business model and target client to Oasis.
• Carson Wealth: Fee-only RIA providing retirement income planning, tax planning, and wealth advisory to retirees and pre-retirees through a national advisor network — overlaps Oasis's hub-and-spoke, retirement-focused approach.
• Plancorp: Fee-only fiduciary RIA delivering comprehensive retirement, tax, estate, and investment planning — operates with similar cross-credentialed expertise (CFP, CPA) and targets near-retiree and retiree households.
• Vestia Personal Wealth Advisors: Fee-only RIA specializing in retirement planning for near-retirees with tax-focused, fiduciary advice — comparable in size, mission, and use of credentialed in-house tax expertise.

Emerging players

• Facet Wealth: Tech-enabled, flat-fee financial planning firm targeting mass-affluent households with retirement-focused advice — comparable service philosophy (flat fees, fiduciary), differing primarily through a digital-first delivery model.
• Boldin (formerly NewRetirement): Retirement planning software and advice platform offering cash-flow modeling, tax planning, and retirement-income strategy to the same near-retiree and retiree segments Oasis serves, with some overlap on the planning workflow.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/oasiswealth
• YouTubeyoutube.com/channel/oasiswealthplanning
• Facebookfacebook.com/oasisplanning
• LinkedInlinkedin.com/company/oasis-wealth-planning-advisors
• Instagraminstagram.com/oasiswealthplanning

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Oasis Wealth Planning Advisors