Oasis Wealth Planning Advisors
SEC RegisteredClarity for Today. Confidence for Tomorrow.
About the firm
Oasis Wealth Planning Advisors are Tax-Focused, Fee-Only Financial Planners serving near-retirees, retirees, and widows. The firm's heritage dates to 2007 when Scott Winkler founded Winkler Financial Planning, with principal advisors' experience in wealth management dating back to the late 80s. The firm operates with a fiduciary standard and features a credentialed advisory team with over 100 years of collective experience.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement planning, tax minimization planning, investment management, life focused planning, holistic financial planning, and estate planning, with CPA-driven tax planning and fiduciary advice.
Who they serve
Near-retirees, retirees, widows, executives and professionals, and business owners, primarily in the Atlanta area including Alpharetta, Galleria, and Sandy Springs.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 49 | $27M |
| High Net Worth Individuals | 137 | $248M |
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $2,000,000 | 0.75% |
| $2,000,000 to $4,000,000 | 0.50% |
| $4,000,000 to $7,000,000 | 0.35% |
| $7,000,000 to $10,000,000 | 0.25% |
| $10,000,000 and up | 0.15% |
Data as of April 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Oasis Wealth Planning Advisors has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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