OXFORD PLANNING GROUP, LLC
SEC Form ADV profile.
Total regulatory AUM
$112,914,960
Discretionary
$100,473,628
Non-discretionary
$12,441,332
Firm details
- CRD number
- 286017
- SEC file number
- 801-136710
- Main office
- WOODSTOCK, MD, United States
- Employees
- 3
- SEC status
- Approved
- Website
- HTTP://WWW.OXFORDPLANNING.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.