Stephen Martin
Stephen Martin is a CFP-designated registered investment advisor at Oasis Wealth Planning Advisors, based in Nashville, TN, with 12 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Gen X, and 4 more. Their firm serves 201 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2.0M - $4.0M | 0.50% |
| $4.0M - $7.0M | 0.35% |
| $7.0M - $10.0M | 0.25% |
| $10M+ | 0.15% |
There is a minimum fee of $10,000 annually for clients whose combined financial planning and investment management fee do not exceed $10,000. Fees can be negotiable.
Fee Estimator
Contact
Stephen Martin
Location
Nashville, TN
Get directionsHistory
Regulatory History (1)
Regulatory
May 2006Employment History
Current Registrations
Oasis Wealth Planning Advisors
Previous Registrations
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Banc One Securities Corporation
Banc One Securities CorporationBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Steve Martin is aNashville, TN, Tampa, FL and Atlanta, GA Fee-Only financial planner. Oasis Wealth Planning Advisors provides holisticfinancial planning, retirement planning, tax planning, and investment managementto help clients plan for and navigate their unique retirement journey.Steve Martin, CFP®, CPA, JD, and his experienced team at Oasis Wealth servenear-retirees, retirees, and widowsas fiduciaries and are never paid commissions of any kind.