Brandon Seibel
Oasis Wealth Planning Advisors, LLC · Philadelphia, Pennsylvania
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.
Request an introduction to Brandon →
Specialties
Who they serve
- Pre-retirees
- Retirees
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 |
| Accepting new clients | Yes |
| Assets under management | $275.9M across 709 accounts |
| Credentials | CFP · CPA · JD · LLM · CFA · CKA · MBA |
| SEC registration | Investment adviser representative in GA, TN · CRD 7527689 |
| Exams passed | Series 66 (2023) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | oasiswealthplanning.com |
| Profile |
How Brandon's firm compares
- Ongoing planning starts at $12,000 a year, above the Pennsylvania median of $3,600 for fee-only firms that publish prices.
- A one-time plan starts at $600, below the Pennsylvania median of $1,695 for fee-only firms that publish prices.
- Oasis Wealth Planning Advisors, LLC's average account is about $389,000, from its Form ADV (assets managed divided by 709 accounts).
Request an introduction to Brandon
Tell Brandon a little about what you're looking for. Brandon isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Brandon
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Oasis Wealth Planning Advisors, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.