Oasis Wealth Planning Advisors, LLC is a strictly fee-only, fiduciary registered investment advisory firm with a Tampa Bay hub on West Linebaugh Avenue in the Westchase area of Tampa, Florida. Led by Managing Member Stephen W. Martin, CFP®, CPA, J.D., LL.M., the NAPFA-affiliated firm specializes in serving retirees, near-retirees, and surviving spouses across Hillsborough County with tax-integrated retirement income planning, Roth conversion modeling, and unconflicted portfolio management.
Official Verification Sources: SEC Investment Adviser Public Disclosure (IAPD); Oasis Wealth Planning Advisors Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-130696; strictly fee-only fiduciary Registered Investment Adviser affiliated with NAPFA and the Fee-Only Network.
Issuer: CFP Board / NAPFA
Notes: Managing Member Stephen W. Martin holds Certified Financial Planner (CFP®), Certified Public Accountant (CPA), Juris Doctor (J.D.), and Master of Laws in Taxation (LL.M.) credentials.
Factual details and direct answers about Oasis Wealth Planning Advisors, LLC's services, licensing, and credentials.
Does Oasis Wealth Planning Advisors operate as a strictly fee-only fiduciary in Tampa?
Yes, Oasis Wealth Planning Advisors, LLC (SEC CRD #285474, File #801-130696) is a 100% fee-only Registered Investment Adviser and NAPFA member firm that never accepts commissions or third-party sales incentives.
How does the firm integrate tax and estate planning for Tampa retirees?
Led by Managing Member Stephen W. Martin, CFP®, CPA, J.D., LL.M., the firm integrates multi-year tax projections, Roth conversions, Required Minimum Distributions (RMDs), and estate tax planning into every retirement roadmap.
Where is Oasis Wealth Planning Advisors located in Tampa?
The firm's Tampa office is located at 8473 West Linebaugh Avenue in the Westchase area of Tampa, Florida 33625, serving retirees in Westchase, Carrollwood, Lutz, and greater Hillsborough County.
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