Malgorzata Guziak
Oasis Wealth Planning Advisors · Nashville, Tennessee
Malgorzata Guziak is a fee-only financial advisor at Oasis Wealth Planning Advisors in Nashville, Tennessee, who holds the CFP credential. Oasis Wealth Planning Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TN · CRD 7441281 |
| Exams passed | Series 66 (2022) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | oasiswealthatlanta.com |
How Malgorzata's firm compares
- Oasis Wealth Planning Advisors's average account is about $389,000, from its Form ADV (assets managed divided by 709 accounts).
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Questions about Malgorzata
Is Malgorzata Guziak a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Malgorzata 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 Malgorzata charge for financial advice?
Malgorzata's firm, Oasis Wealth Planning Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Malgorzata Guziak based?
Malgorzata Guziak is based in Nashville, Tennessee.
What credentials does Malgorzata Guziak hold?
Malgorzata Guziak holds the CFP credential.
Is Malgorzata Guziak registered with the SEC?
Yes. Malgorzata Guziak is registered as an investment adviser representative in TN (CRD 7441281), 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 Malgorzata Guziak?
Through Malgorzata'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.
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