# Gregory Ellms

> Gregory Ellms is a fee-only financial advisor at Oasis Wealth Planning Advisors in Nashville, Tennessee. Oasis Wealth Planning Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/gregory-ellms/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Oasis Wealth Planning Advisors
- **Based in:** Nashville, Tennessee
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $275.9M across 709 accounts
- **CRD:** 1314767 (https://adviserinfo.sec.gov/individual/summary/1314767)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 63 (1984), Series 65 (2015)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** https://oasiswealthatlanta.com/

## Frequently asked questions

### Is Gregory Ellms a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Gregory holds no broker registration, and Oasis Wealth Planning Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Gregory charge for financial advice?

Gregory's firm, Oasis Wealth Planning Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Gregory Ellms based?

Gregory Ellms is based in Nashville, Tennessee.

### Is Gregory Ellms registered with the SEC?

Yes. Gregory Ellms is registered as an investment adviser representative in MA (CRD 1314767), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

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

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

### How do I contact Gregory Ellms?

Through Gregory's website, oasiswealthatlanta.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1314767): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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