Oasis Wealth Planning Advisors, LLC at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 7 advisors are listed here; 3 of 7 hold the CFP.
- Its Form ADV reports 12 employees and 186 individual clients, 137 of them high net worth.
- Its average account is about $389,000 (assets it manages divided by its 709 accounts).
- Its ongoing planning fee starts at $12,000 a year, above the Pennsylvania median of $3,600.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Philadelphia, Pennsylvania |
|---|---|
| Website | oasiswealthplanning.com |
| [email protected] | |
| Phone | (267) 403-4437 |
Questions about Oasis Wealth Planning Advisors, LLC
How much does Oasis Wealth Planning Advisors, LLC charge?
Oasis Wealth Planning Advisors, LLC publishes these prices: ongoing planning: from $12,000 a year; one-time plan: from $600. We found this on its website, checked October 28, 2026.
How is Oasis Wealth Planning Advisors, LLC paid?
Oasis Wealth Planning Advisors, LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Oasis Wealth Planning Advisors, LLC have in the Wellspent public graph?
The Wellspent public graph lists 7 advisors at Oasis Wealth Planning Advisors, LLC, and 3 hold the CFP.
What is the average account at Oasis Wealth Planning Advisors, LLC?
Oasis Wealth Planning Advisors, LLC's average account is about $389,000. That's the assets on its Form ADV divided by its 709 accounts.
What does Oasis Wealth Planning Advisors, LLC specialize in?
Oasis Wealth Planning Advisors, LLC's advisors and website list retirement planning, tax planning, estate & legacy planning and flat-fee planning.
Is Oasis Wealth Planning Advisors, LLC accepting new clients?
Yes, according to Oasis Wealth Planning Advisors, LLC's website, checked October 28, 2026.
Does Oasis Wealth Planning Advisors, LLC work with clients virtually?
Yes. Oasis Wealth Planning Advisors, LLC's website says it works with clients virtually.
Oasis Wealth Planning Advisors, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $12,000 a year |
|---|---|
| One-time plan | From $600 |
| How it charges | Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Flat Fee Range Begins at $3,000 per Quarter" source
"Have an investment review for $600, a retirement plan for $2,000" source
"Flat Fee Range Begins at $3,000 per Quarter" source
"Wealth Planning Services where you would receive ongoing advice, education, and implementation assistance" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $276 million |
| Individual clients | 49 |
| High-net-worth clients | 137 |
| Accounts managed | 709 |
| Employees | 12 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-130696) |
| Financial planning | Offered |
| Form ADV filed | June 11, 2026 |
| SEC record | CRD 285474 |