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Sage Marie Clement

Investment adviser representative at Oasis Wealth Planning Advisors
11 yearsExperience
1 stateRegistered in
$275.9MFirm assets
2 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

11 years in the industry.

  1. Oasis Wealth Planning Advisors, LLCAug 2025 to now
  2. Blue TrustMay 2025 to Jul 2025
  3. Pya Waltman CapitalMay 2024 to Aug 2024
  4. Liberty UniversityDec 2023 to Apr 2025
  5. MexiconeApr 2019 to Nov 2023
  6. Yogi BearApr 2019 to Nov 2022
  7. Student / UnemployedAug 2015 to Apr 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (TN).

Oasis Wealth Planning Advisors

Legal name: Oasis Wealth Planning Advisors, LLC

$275.9MAssets managed
186Clients
7Advisers
2 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
8209122
Firm CRD
285474
Advisor's SEC record (opens in a new tab)
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