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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- OptimaHarbor horizon +more
- Established Date
- 01-03-2017
- Office Locations
- 1
Office Locations
About Oxford Planning Group, LLC
Oxford Planning Group is an independent RIA led by CFP professionals, providing fee-only, personalized “living plan” financial advice. The team delivers investment management plus retirement, estate and qualified plan consulting, with an emphasis on client education and ongoing plan reviews as life changes. Serves individuals and families from new investors to seasoned investors seeking a second opinion; custodies with Charles Schwab.
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Owner & Executives
PATRICIA V. EDDY
Chief Compliance Officer, Investment Advisor Representative
- CRD
- #5277551
- Ownership
- 50% but less than 75%
SHAUN EDDY
Chief Executive Officer, Owner
- CRD
- #1983133
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Kirsten Elizabeth Calambro
Analyst
- CRD
- #7497389
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $100,473,628 | -- |
| Non-Discretionary | $12,441,332 | -- |
| Total | $112,914,960 | -- |
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Separately Managed Accounts
Total SMA Asset: $112,914,960
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $794,198,394 | 37.1% |
| Equity - Exchange | $244,039,399 | 11.4% |
| Cash | $331,807,954 | 15.5% |
| U.S. Government/Agency | $770,650,733 | 36.0% |
| Total | $2,140,696,480 | 100.0% |