OXFORD PLANNING GROUP, LLC

RIASEC Registered

Total AUM

$113M

Discretionary

$100M

89% of AUM

Avg account

$1.2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: WOODSTOCK, Maryland
CRD number: 286017
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 Advisor organized as an LLC that serves individual and family clients with a mix of financial planning and portfolio management. The firm operates as a capital allocator and routinely selects third‑party advisers when a client mandate requires specialized exposure. Its advisory services cover financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of outside managers. Investment posture skews toward pooled public funds rather than direct concentrated stock bets: mutual funds are the dominant vehicle on the books, and the firm manages most client assets on a discretionary basis. Oxford Planning Group, LLC is not positioned as an active ESG investor and does not report broad multi‑state advisory registration. Its pricing model is flexible — percentage of AUM alongside hourly and fixed‑fee engagements — which supports both ongoing portfolio management relationships and project‑based planning work.