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OXFORD PLANNING GROUP, LLC
CRD 286017 · SEC 801-136710
10713 B BIRMINGHAM WAY, WOODSTOCK, MD, 21163, United States
Phone
410-995-8711
Fax
410-995-8716
Registration
— (—)
Source
State registered
Total AUM
$112.9M
Discretionary AUM
$100.5M
Team
3 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 61 | $22.9M |
| High net worth individuals | 32 | $79.7M |
All web addresses on file
Official SEC filing: View on IAPD