Oxford Planning Group, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$450/hr

“Registrant’s financial planning and consulting fees are negotiable, but generally range from $4,500 to $10,000 on a fixed fee basis, and $450 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”

Flat or project fee

$4,500⁠-⁠$10,000

From the same sentence as above.

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

How Oxford Planning Group, LLC bills

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

• “Investment Advisory fees are charged in advance and based on the market value of the assets on the last business day of the previous billing quarter.”
• “Fees for financial planning consulting are payable as an initial deposit upon engagement and balance due upon completion (not to exceed $500 six or more months in advance).”
• “In the limited event that the Registrant bills the client directly, payment is due upon receipt of the Registrant’s invoice.”

How Oxford Planning Group, LLC’s fees compare

• Its hourly rate of $450 is above the Maryland median of $300. 81% of the 156 other Maryland planners that publish an hourly rate charge less.
• Its flat or project fee of $4,500-$10,000 is above the Maryland median of $4,335. 85% of the 133 other Maryland planners that publish a flat or project fee charge less.

About Oxford Planning Group, LLC

• Firm size: 3 employees.
• Registered as an adviser: 2026.

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% a year

Clients

93

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$112,914,960

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

286017

Website

oxfordplanning.com (opens in new tab)

Phone

(410) 995-8711

Other planners in Maryland that publish fees

• 1 North Wealth Services, LLCAnnapolis$400/hr, $3,200/yr
• Aaa Advisory LLCWalkersville$300/hr
• Accordant Advisory Group, Inc.Annapolis$500/hr
• Addax Bridge FinancialPotomac$250⁠-⁠$400/hr, $5,000⁠-⁠$6,000
• Adenry Wealth LLCColumbia$300/hr, $300
• Advocate Investing ServicesWoodbine$400/hr, $1,000⁠-⁠$10,000

Compare all 302 planners in Maryland