Oxford Planning Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Oxford Planning Group serves individual and high-net-worth clients as well as pension and profit‑sharing plan sponsors, charitable organizations, and businesses. The firm offers discretionary and non‑discretionary investment management, stand‑alone financial planning and consulting, and retirement plan consulting services.
The firm customizes portfolios to client objectives and typically allocates across exchange‑listed securities, mutual funds, bonds, ETFs and, when appropriate, unaffiliated independent managers, with ongoing monitoring and rebalancing. Its analytic approach combines fundamental analysis with charting and technical methods, and it provides clients access to an eMoney platform to view household assets (not all of which the firm manages).
Noteworthy differences from many peers include its recent filing to register with the SEC and its relatively small adviser team managing approximately $113 million for about 93 clients, which the brochure frames in terms of service and oversight. The brochure also highlights less common operational details — retirement‑plan participant education and independent manager selection, the firm’s treatment of margined assets when calculating fees, and institutional support received from its primary custodian — each disclosed as a potential source of conflict the firm monitors.
Client services
Expertise
Fee options
Fixed fee range for stand-alone financial planning and consulting services generally $4,500 to $10,000.
Negotiable, generally between 0.25% and 1.50% (annual advisory fee based on market value of assets under management)
Hourly rate for financial planning and consulting services generally $450/hour.
Fee-only: Negotiable annual fee based on AUM, generally between 0.25% and 1.50%. Also stand-alone financial planning fees ranging from $4,500 to $10,000 fixed fee or $450/hour.
Main office
10713 B Birmingham Way
Woodstock MD 21163
Advisors at this office
3
Most active in
Maryland
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Shaun E
CFP®, Series 63, Series 65
Woodstock, MD
Oxford Planning Group, LLC
Shaun Eddy is a CFP® professional with 32 years of industry experience, currently serving at Oxford Planning Group, LLC since 2017. Prior to this, he worked at Strategic Wealth Management Group for 16 years. Oxford Planning Group provides investment advisory services, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages discretionary and non-discretionary accounts and offers customized portfolios using fundamental and technical analysis, with an emphasis on retirement plan consulting and participant education.
Patricia E
Series 65
Woodstock, MD
Oxford Planning Group, LLC
Patricia Eddy is a financial advisor at Oxford Planning Group, LLC with 17 years of industry experience. She holds a Series 65 designation and practices in Woodstock, Maryland. Oxford Planning Group serves individual and high-net-worth clients, pension and profit-sharing plan sponsors, charitable organizations, and businesses. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting, employing an analytic approach that combines fundamental and technical analysis while customizing portfolios across various securities and independent managers.
Kirsten C
CFP®
Woodstock, MD
Oxford Planning Group, LLC
Kirsten Calambro is a CFP® professional with Oxford Planning Group, LLC in Woodstock, MD, where she has worked since 2019. She has four years of industry experience and attended James Madison University. Oxford Planning Group provides investment advisory services, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a tailored investment approach combining fundamental analysis with technical techniques and offers services including participant education and plan menu selection for retirement plans.
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