# Brandon Seibel

> Brandon Seibel is a fee-only financial advisor at Oasis Wealth Planning Advisors, LLC in Philadelphia, Pennsylvania, who holds the CFP, CPA and JD credentials. Brandon charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee (ongoing planning from $12,000 a year and one-time plans from $600) and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/brandon-seibel/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Oasis Wealth Planning Advisors, LLC
- **Based in:** Philadelphia, Pennsylvania
- **Fee model:** Flat fee or retainer; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $12,000 a year; one-time plans from $600
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $275.9M across 709 accounts
- **Credentials:** CFP, CPA, JD, LLM, CFA, CKA, MBA
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Flat-fee planning
- **Works with:** Pre-retirees, Retirees
- **CRD:** 7527689 (https://adviserinfo.sec.gov/individual/summary/7527689)
- **SEC registration:** Investment adviser representative in GA, TN
- **Exams passed:** Series 66 (2023)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** http://oasiswealthplanning.com

## Frequently asked questions

### Is Brandon Seibel a fee-only financial advisor?

Yes. Brandon Seibel is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Brandon's firm.

### How does Brandon charge for financial advice?

Brandon charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee.

### How much does Brandon charge?

According to Oasis Wealth Planning Advisors, LLC's website, checked October 28, 2026: ongoing planning from $12,000 a year; one-time plans from $600.

### Does Brandon work with clients virtually?

Yes. Oasis Wealth Planning Advisors, LLC says on its website that it works with clients remotely.

### Where is Brandon Seibel based?

Brandon Seibel is based in Philadelphia, Pennsylvania.

### What does Brandon specialize in?

Brandon's specialties include retirement planning, tax planning, estate & legacy planning and flat-fee planning. Brandon works with pre-retirees and retirees.

### What credentials does Brandon Seibel hold?

Brandon Seibel holds the CFP, CPA, JD, LLM, CFA, CKA and MBA credentials.

### Is Brandon Seibel registered with the SEC?

Yes. Brandon Seibel is registered as an investment adviser representative in GA and TN (CRD 7527689), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Oasis Wealth Planning Advisors, LLC manage?

Oasis Wealth Planning Advisors, LLC reports $275.9M across 709 accounts in assets under management.

### How do I contact Brandon Seibel?

Through Brandon's website, oasiswealthplanning.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/39023): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://oasiswealthplanning.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.