Oasis Wealth Planning Advisors
Financial Services • 
Nashville, Tennessee, United States • 11-20 Employees
Company overview
| Headquarters | 600 12th Ave S #803, Nashville, TN 37203, US |
| Phone number | +16159333316 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Risk Management, Tax Planning, Business Succession Planning, Wealth Management, Retirement Planning, Estate Planning, Investment Management, Retirement Plan Services, Fee-Only Financial Planning, Planning For Doctors, Planning For Executives |
| Employees | 11-20 |
| Socials |
Key Contact at Oasis Wealth Planning Advisors
Kim Chaplin
Operations Director
Oasis Wealth Planning Advisors Email Formats
Oasis Wealth Planning Advisors uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@oasiswealthplanning.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@oasiswealthplanning.com | 66.7% |
{first name}.{last name} | john.doe@oasiswealthplanning.com | 33.3% |
About Oasis Wealth Planning Advisors
Tax-focused, fee-only holistic financial planning and investment management firm, serving near retirees, retirees and surviving spouses in the following areas: - Tennessee (Nashville Hub), - Florida (Tampa Hub, serving Sarasota and Orlando), - Georgia (Atlanta Hub), and - Beyond by video conferencing. We are independent fiduciaries that bring the power of the team in passionately serving our clients. Our goal is to form long-term relationships with our clients in order to create, implement and manage their financial plans on an on-going, proactive basis. Trust is the central element in the client/advisor relationship. Our clients can be certain that we have only their best interests in mind. To help you reach your goals, our fee-only services may include, but are not limited to: Retirement Planning Tax Planning and Minimization Investment Advice Asset Allocation and Investment Implementation Stock option review Budgeting and Record Keeping Goal Setting Risk management/insurance review College funding Estate planning strategies Lump sum distribution advice Small Business 401(k)/Retirement Plan Services General financial planning
Oasis Wealth Planning Advisors revenue & valuation
| Annual revenue | $941,105 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Oasis Wealth Planning Advisors has 5 employees across 3 departments.
Departments
Number of employees
Funding Data
Oasis Wealth Planning Advisors has never raised funding before.
Oasis Wealth Planning Advisors Tech Stack
Discover the technologies and tools that power Oasis Wealth Planning Advisors's digital infrastructure, from frameworks to analytics platforms.
CDN
JavaScript libraries
Tag managers
Programming languages
Appointment scheduling
Miscellaneous
Font scripts
Analytics
JavaScript libraries
Analytics
Video players
United Kingdom
Frequently asked questions
4.8
40,000 users
