Oxford Wealth Group, LLC fees and pricing
Financial planner in Orlando, Florida. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 17, 2026, Oxford Wealth Group, LLC charges a flat or project fee of $500-$3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$3,000
“Financial planning fees are generally calculated and charged on a flat fee basis from $500 to $3,000 per engagement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Oxford Wealth Group, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients must consent in advance, in writing, to have us deduct the advisory fees from their account and the fees will be clearly noted on the client’s statements.”
- “If a client terminates financial planning services after we have begun the work but before completion, the client will receive a full refund via a check mailed to the address of record.”
- “Financial planning fees are billed separately with invoices being mailed to the address of record.”
How Oxford Wealth Group, LLC’s fees compare
- Its flat or project fee of $500-$3,000 is below the Florida median of $4,900. 20% of the 320 other Florida planners that publish a flat or project fee charge less.
- 4 of the 22 other planners in Orlando that publish a flat or project fee charge less.
About Oxford Wealth Group, LLC
“Offered Retirement Income Strategies / Investment Advisory / Portfolio Management Services Our firm offers continuous and ongoing investment advice and portfolio management services. Investment planning is designed to provide a retirement roadmap of income and expenses over the client's life.”
- Firm size: 14 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Equity compensation
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 913
- Employees
- 14
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $327,915,487
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 319561
- Phone
- (407) 495-2004
Can advise clients in 9 states: Alabama, Arkansas, Florida, Georgia, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas
Other planners in Orlando that publish fees
- Allegiance Wealth Management, Inc.Orlando$300/hr
- Allgen Financial Advisors, Inc.Orlando$250/hr, $500/yr
- Arx Strategic WealthOrlando$2,500-$5,000
- Centrus Financial StrategiesOrlando$500/hr, $3,000-$15,000
- Cogent Private WealthOrlando$450/hr, $4,000/yr
- Das Wealth ManagementOrlando$100/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.