Karissa McLaren
Oasis Wealth Planning Advisors · Nashville, Tennessee
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.
Request an introduction to Karissa →
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 | $275.9M across 709 accounts |
| SEC registration | Investment adviser representative in KY · CRD 7925817 |
| Exams passed | Series 66 (2025) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | oasiswealthatlanta.com |
How Karissa's firm compares
- Oasis Wealth Planning Advisors's average account is about $389,000, from its Form ADV (assets managed divided by 709 accounts).
Request an introduction to Karissa
Tell Karissa a little about what you're looking for. Karissa 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 Karissa
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.