Oxford Planning Group, LLC

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Client assets under management

$102,509,215

Clients

34% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$1,102,250

About

Oxford Planning Group serves individuals (including high-net-worth clients), pension and profit-sharing plans, charitable organizations, and other businesses. The firm provides discretionary and non-discretionary portfolio management, standalone financial planning and consulting, and retirement plan consulting services.

The firm constructs customized allocations across exchange-listed securities, mutual funds, bonds, ETFs and, when appropriate, unaffiliated independent managers, with ongoing monitoring and rebalancing tied to client objectives. Oxford Planning Group offers both discretionary and non-discretionary engagements and uses an eMoney client portal to aggregate assets for planning purposes, while clarifying that assets shown but not managed by the firm remain under the client’s or other advisors’ control.

Noteworthy features for a firm of this size include the availability of separate, standalone planning engagements billed independently from AUM-based management and a retirement-plan consulting practice that can include participant education and some discretionary plan services. The firm commonly recommends third-party independent managers, maintains an institutional custodial relationship that supplies operational and technology support, does not vote client proxies, and discloses potential conflicts tied to margin usage and custodial service arrangements.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) Wealth management

Occupation focus

Founder/Business Owner

Fee options

Fixed

Financial planning and consulting fixed fees generally range from $4,500 to $10,000

Percentage

$0+: Negotiable, generally between 0.25% and 1.50% $0+: Retirement plan consulting services fee negotiable, generally ranges from 0.10% to 1% of plan assets

Project-based

Financial planning and consulting services hourly rate generally $450/hour

Other

Fee-only: Negotiable annual fee based on percentage of assets under management, generally 0.25% to 1.50%; Financial planning fixed fees generally range from $4,500 to $10,000; Financial planning hourly rate $450/hour; Retirement plan consulting fees negotiable, generally 0.10% to 1% of plan assets

Main office location

Oxford Planning Group, LLC

10713 B Birmingham Way

Woodstock MD 21163, United States

Number of offices

Most active in

Maryland

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 410-995-8711

Advisors at this firm

Shaun E

CFP®, Series 63, Series 65

Woodstock, MD

Oxford Planning Group, LLC

Shaun Eddy is a CFP® professional with 32 years of industry experience, currently serving at Oxford Planning Group, LLC since 2017. Prior to this, he worked at Strategic Wealth Management Group for 16 years. Oxford Planning Group provides investment advisory services, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages discretionary and non-discretionary accounts and offers customized portfolios using fundamental and technical analysis, with an emphasis on retirement plan consulting and participant education.

Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner

Patricia E

Series 65

Woodstock, MD

Oxford Planning Group, LLC

Patricia Eddy is a financial advisor at Oxford Planning Group, LLC with 16 years of industry experience. She holds the Series 65 designation and previously worked at Strategic Wealth Management Group from 2001 to 2016. Oxford Planning Group provides investment advisory, financial planning, and retirement plan consulting services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a tailored investment approach incorporating fundamental analysis, technical and charting techniques, and offers services including discretionary and non-discretionary account management as well as participant education for retirement plans.

Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner

Kirsten C

CFP®

Woodstock, MD

Oxford Planning Group, LLC

Kirsten Calambro is a CFP® professional with Oxford Planning Group, LLC in Woodstock, MD, where she has worked since 2019. She has four years of industry experience and attended James Madison University. Oxford Planning Group provides investment advisory services, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a tailored investment approach combining fundamental analysis with technical techniques and offers services including participant education and plan menu selection for retirement plans.

Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner

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