Stephen Martin
Oasis Wealth Planning Advisors · Nashville, Tennessee
Stephen Martin 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 FL, GA, TN, TX · CRD 2955244 |
| Exams passed | Series 63 (2003) · Series 65 (1997) · Series 66 (2015) |
| Firm size | 12 employees |
| Disclosures | Reported; see the SEC record |
| Website | oasiswealthatlanta.com |
How Stephen'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 Stephen
Is Stephen Martin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen 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 Stephen charge for financial advice?
Stephen's firm, Oasis Wealth Planning Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Stephen Martin based?
Stephen Martin is based in Nashville, Tennessee.
What credentials does Stephen Martin hold?
Stephen Martin holds the CFP credential.
Is Stephen Martin registered with the SEC?
Yes. Stephen Martin is registered as an investment adviser representative in FL, GA, TN and TX (CRD 2955244), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
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 Stephen Martin?
Through Stephen'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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