Malgorzata Guziak is a CFP-designated registered investment advisor at Oasis Wealth Planning Advisors, based in Nashville, TN, with 3 years of industry experience. Malgorzata 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, High Net Worth, and 3 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
Location
Nashville, TN
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Malgorzata is a notary public, notarizing documents for clients. This activity is not investment-related and takes minimal time.
Employment History
Current Registrations
Oasis Wealth Planning Advisors
Previous Registrations
Thrive Capital Management, LLC
Purshe Kaplan Sterling InvestmentsBroker
State Registrations1 state
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.