Brian Eckert
Advisor at Oasis Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Oasis Advisors
Location
Lynchburg, VA 24504
Credentials
Series 63, Series 65
Industry experience
13 years
About
Brian Eckert is a financial advisor at OASIS Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at PFS Investments Inc., Terra Wealth Management, and CAPE Securities. Outside of his advisory role, he co-owns Your Money Your Purpose, LLC, which provides money mindset coaching and educational content. OASIS Advisors serves individuals, high-net-worth clients, corporations, and pension/profit-sharing plans by offering portfolio management, financial planning, and pension consulting. The firm employs a combination of fundamental, quantitative, and modern portfolio theory in its investment approach and utilizes a broad range of investment vehicles.
Client services
Based on Oasis Advisors
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Fee options
Flat fees possible for financial planning/consulting, negotiated individually; onboarding fees for subscription services may apply
$0 - $100,000: 1.50% $100,001 - $500,000: 1.35% $500,001 - $1,500,000: 1.20% $1,500,001 - $5,000,000: 1.05% $5,000,001 - $10,000,000: 0.90% $10,000,001+: Customizable
Certain supervised persons are licensed to accept commissions for sale of investment products; commissions are not primary source of compensation; disclosed conflicts of interest
Hourly fees possible for financial planning/consulting, negotiated individually
Subscription financial planning fees charged monthly or quarterly; fixed or tiered fees; onboarding fee possible
Fee-only: Financial Planning/Consulting Fees are negotiable; may be flat or hourly fees; Subscription Financial Planning Services charged as fixed or tiered monthly or quarterly fees, with possible onboarding fee
Location
722 Commerce St, Suite 202
Lynchburg, VA 24504
Most active in
Brian E has reported serving >5 clients in these states in the last 12 months.
Virginia
Work history
OASIS Advisors, LLC
2025 - Present (1 year)
CAPE SECURITIES, iNC.
2022 - 2025 (3 years)
Terra Wealth Management, LLC
2022 - 2025 (3 years)
PFS Investments inc
2011 - 2022 (11 years)
Boonewell Management Company LLC
2006 - Present (20 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
John H
CFP®
Lynchburg, VA
Lynchburg Wealth Management
Proper financial planning begins with understanding you, your family, and your life. We take the time to learn what’s important to you and then build a plan designed to help you reach your goals with confidence.
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Series 66
Lynchburg, VA
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Series 63, Series 65, Series 66
Lynchburg, VA
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ChFC®, Series 63, Series 65
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Series 65, Series 66
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Series 66
Lynchburg, VA
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