# Karissa McLaren

> Karissa McLaren 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/karissa-mclaren/
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:** 7925817 (https://adviserinfo.sec.gov/individual/summary/7925817)
- **SEC registration:** Investment adviser representative in KY
- **Exams passed:** Series 66 (2025)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** https://oasiswealthatlanta.com/

## Frequently asked questions

### Is Karissa McLaren a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Karissa 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 Karissa charge for financial advice?

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

### Where is Karissa McLaren based?

Karissa McLaren is based in Nashville, Tennessee.

### Is Karissa McLaren registered with the SEC?

Yes. Karissa McLaren is registered as an investment adviser representative in KY (CRD 7925817), 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 Karissa McLaren?

Through Karissa's website, oasiswealthatlanta.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7925817): 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.