Oxford Planning Group, LLC

RIASEC RegisteredEst. 2026

Total AUM

$113M

Discretionary

$100M

89% of AUM

Avg account

$1.2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Woodstock, Maryland
CRD number: 286017
Registered since: July 10, 2026
Website: oxfordplanning.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI70.54%
Individuals20.24%
Pension & Profit Sharing Plans6.73%
Corporations / Businesses2.48%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Oxford Planning Group, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients, offering comprehensive financial planning alongside portfolio management for individuals and small businesses. It also provides pension consulting services and helps clients select third‑party advisers, positioning itself as a capital allocator rather than a purely discretionary manager. Fee arrangements include a percentage of assets under management as well as hourly and fixed fees. The firm is not identified as an active ESG investor and does not present itself as a multi‑state adviser.