Oxford Martin, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$50⁠-⁠$200/hr

“Hourly fees range from $50 to $200 per hour.”

Flat or project fee

$200⁠-⁠$3,000

“Fixed fees range from $200 to $3,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Oxford Martin, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees for Advisory Services Investment Management Services Investment management fees are paid quarterly, in arrears, pursuant to the terms of the investment advisory agreement.”
• “Fees may be negotiable at the sole discretion of the Advisor.”
• “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”

How Oxford Martin, LLC’s fees compare

• Its hourly rate of $50-$200 is below the Massachusetts median of $300. 3% of the 183 other Massachusetts planners that publish an hourly rate charge less.
• Its flat or project fee of $200-$3,000 is below the Massachusetts median of $4,750. 14% of the 158 other Massachusetts planners that publish a flat or project fee charge less.

About Oxford Martin, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2021 (5 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

54

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$25,441,739

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

316388

Website

oxfordmartin.com (opens in new tab)

Phone

(617) 932-9861

Other planners in Massachusetts that publish fees

• 1620 Investment Advisors, Inc.Plymouth$75⁠-⁠$175/hr
• Aaf Wealth Management, LLCWestborough$350/hr, $750⁠-⁠$10,000
• Abraham, Robert Ralph JRSalem$400⁠-⁠$3,000
• Access Financial Planning, LLCNewburyport$6,000⁠-⁠$10,000/yr
• Access Investment ManagementMelrose$250/hr, $1,000⁠-⁠$4,000
• Act 2 PlanningWinchester$100⁠-⁠$500

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