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.
- Oasis Wealth Planning Advisors, LLCAug 2025 to now
- Blue TrustMay 2025 to Jul 2025
- Pya Waltman CapitalMay 2024 to Aug 2024
- Liberty UniversityDec 2023 to Apr 2025
- MexiconeApr 2019 to Nov 2023
- Yogi BearApr 2019 to Nov 2022
- 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