Facts and Insights
OXFORD PLANNING GROUP, LLC is a highly respected financial planning firm that offers a wide range of services to individual and corporate clients. With a team of experienced advisors, the firm has established itself as a trusted resource for managing and growing wealth.
How does the advisor help clients – Key Takeaways:
The advisors at OXFORD PLANNING GROUP, LLC work closely with clients to assess their financial goals and create a customized plan to achieve them. They offer tailored solutions based on the client’s risk tolerance, income level, and financial objectives. The key takeaways of how the advisors help clients include:
- Creating personalized financial plans based on individual needs and goals
- Implementing strategies to manage and grow wealth
- Providing ongoing support and guidance to navigate through financial decisions
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15+ years |
Financial Services Offered
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
Client Types
OXFORD PLANNING GROUP, LLC works with a diverse range of clients, including:
- Individuals
- High-net-worth individuals
- Business owners
- Retirees
Fees & Compensation
The advisors at OXFORD PLANNING GROUP, LLC are committed to transparent and fair pricing. They offer a fee-only structure, which means they are compensated solely by their clients and do not receive any commissions or incentives from third-party providers. The firm’s fees are based on a percentage of assets under management, ensuring that the advisors’ interests are aligned with their clients’ goals.
Background
Founded in 2005, OXFORD PLANNING GROUP, LLC has been providing expert financial services to clients for over 15 years. The firm has a team of seasoned advisors who bring a wealth of knowledge and experience to the table. They are dedicated to helping individuals and businesses achieve their long-term financial goals and secure their financial future.
Financial Advisor Disclosures to Know
As a registered investment advisor, OXFORD PLANNING GROUP, LLC is required to disclose any potential conflicts of interest to its clients. The firm believes in full transparency and provides all necessary disclosures to clients, including information on fees and compensation, investment strategies, and potential risks.