Melner R. Bond
OASIS WEALTH PLANNING ADVISORS
Nashville, TN
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CRD#: 1496587
Professional summary
Melner Robert Bond III, CFP®, who also goes by Mel Bond, is a registered financial advisor currently at OASIS WEALTH PLANNING ADVISORS located in Nashville, Tennessee.
Melner is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Melner has worked at 5 firms and has passed the Series 63, Series 7 and Series 3 exams.
Biography
Mel Bond ia a Nashville, TN and Atlanta, GA Fee-Only financial planner. Oasis Wealth Planning Advisors provides holistic financial planning, retirement planning, tax planning, and investment management to help clients plan for and navigate their unique retirement journey. Mel Bond, CFP®, CFA®, CKA®, MBA, and his experienced team at Oasis Wealth serve near-retirees, retirees, and widows as fiduciaries and are never paid commissions of any kind.
Mel and his colleagues serve individuals throughout the Southeast, including Middle Tennessee, Atlanta, Huntsville, and Central Florida. Mel and the Oasis team has several available meeting locations and can meet clients by video, by phone, or in person.
Question & Answer
What are your service offerings?
Investment Planning
Tax Planning
Employee and Employer Plan Ben...
Estate Planning
Comprehensive Financial Planni...
Retirement Planning
Do you have an area of expertise or specialization?
Baby Boomers
Fixed Fee (Subscription, Retai...
Generation X
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Mel Bond
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Co-Owner and Manager of Bond Coffee Company, a reseller of coffee beans located at 700 12th Ave. South, Unit 805 Nashville, TN. 37203. This business is not investment-related. Business was founded in 02/2013. Approximate number of hours worked a month are 15, essentially none of which are during trading hours. Duties include ordering beans once a month and maintaining the company's books.
Self-employed as a consultant at 700 12th Ave. South, Unit 805, Nashville, TN, 37203. This business is not investment-related. Business was founded in 09/2015. Approximate number of hours worked a month are 100. Duties include writing business plans, valuing businesses, creating Excel spreadsheets for business owners, and other business-related consulting services. These duties are subrogated to his duties at Oasis Wealth Planning Advisors.
CRS (Client Relationship Summary) - RIA
Click below to view Melner Robert Bond III's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1991
Experience
Current
May 4, 2017 - Present
OASIS WEALTH PLANNING ADVISORS
RIA
CRD#: 285474
Nashville, TN
Past
July 25, 2016 - April 10, 2017
ENVISION WEALTH PLANNING
RIA
CRD#: 128441
BRENTWOOD, TN
Past
March 15, 2005 - November 10, 2010
BB&T ASSET MANAGEMENT, INC.
RIA
CRD#: 108443
BOWLING GREEN, KY
Past
June 15, 2004 - November 4, 2004
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
NASHVILLE, TN
Past
May 21, 2004 - November 4, 2004
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
Past
March 5, 2001 - January 16, 2004
FIRST HORIZON ADVISORS, INC.
BD
CRD#: 17117
MEMPHIS, TN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
OASIS WEALTH PLANNING ADVISORS
OASIS WEALTH PLANNING ADVISORS | OASIS WEALTH PLANNING ADVISORS, LLC
CRD#: 285474 / SEC#: 801-130696
RIA
Registered Investment Advisory firm - (7/16/2024 Approved)Alabama
Registered Investment Advisory firm - (8/1/2024 Terminated)Florida
Registered Investment Advisory firm - (8/1/2024 Terminated)Georgia
Registered Investment Advisory firm - (8/9/2024 Terminated)Tennessee
Registered Investment Advisory firm - (8/1/2024 Terminated)Texas
Registered Investment Advisory firm - (8/1/2024 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(8/30/2017)
IAR
Georgia(4/2/2020)
IAR
Tennessee(5/4/2017)
IAR
Texas(7/2/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
OASIS WEALTH PLANNING ADVISORS
OASIS WEALTH PLANNING ADVISORS | OASIS WEALTH PLANNING ADVISORS, LLC
CRD#: 285474 / SEC#: 801-130696
RIA
Registered Investment Advisory firm - (7/16/2024 Approved)Alabama
Registered Investment Advisory firm - (8/1/2024 Terminated)Florida
Registered Investment Advisory firm - (8/1/2024 Terminated)Georgia
Registered Investment Advisory firm - (8/9/2024 Terminated)Tennessee
Registered Investment Advisory firm - (8/1/2024 Terminated)Texas
Registered Investment Advisory firm - (8/1/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Nashville, TN
Mailing Address
Phone number
(615) 933-3314
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 819 |
| AUM (Assets Under Management) | $ 267,819,448 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
