Melner Robert Bond Iii
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Investment Management
- Tax Planning
- Business Services
- Estate & Legacy Planning
- Financial Planning
- Retirement Planning
Specializations
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,...
Other Aliases
Mel Bond
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
32 years in the financial services industry
Current & Past Employments
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Current Firm
OASIS WEALTH PLANNING ADVISORS | OASIS WEALTH PLANNING ADVISORS, LLC
Contact Information
Main Address
Nashville, TNPhone Number
(615) 933-3314# of Employees
12SEC notice filing (10 States and Territories)
Registered to provide investment advisory services in 10 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
709AUM (Assets Under Management)
$275,944,003Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
OASIS WEALTH PLANNING ADVISORS | OASIS WEALTH PLANNING ADVISORS, LLC
State Registrations and Notice Filings
(8/30/2017)
(4/2/2020)
(5/4/2017)
(7/2/2021)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Melner Robert Bond III's CRS (Customer Relationship Summary).
Services Offered by Melner
- Investment Management
- Tax Planning
- Business Services
- Estate & Legacy Planning
- Financial Planning
- Retirement Planning
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