Melner Bond
Oasis Wealth Planning Advisors · Nashville, Tennessee
Melner Bond is a fee-only financial advisor at Oasis Wealth Planning Advisors in Nashville, Tennessee, who holds the CFA 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 | CFA |
| SEC registration | Investment adviser representative in FL, GA, TN, TX · CRD 1496587 |
| Exams passed | Series 63 (2001) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | oasiswealthatlanta.com |
How Melner'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 Melner
Is Melner Bond a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Melner 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 Melner charge for financial advice?
Melner's firm, Oasis Wealth Planning Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Melner Bond based?
Melner Bond is based in Nashville, Tennessee.
What credentials does Melner Bond hold?
Melner Bond holds the CFA credential.
Is Melner Bond registered with the SEC?
Yes. Melner Bond is registered as an investment adviser representative in FL, GA, TN and TX (CRD 1496587), 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 Melner Bond?
Through Melner'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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