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OXENFREE FINANCIAL

1900 S. Harbor City Blvd.
Ste. 111
Melbourne, Florida 32901-4725
Tel: 321-722-7882

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About OXENFREE FINANCIAL

OXENFREE FINANCIAL, formally registered with the SEC as OXENFREE FINANCIAL. The firm was established in 07/06/2023. They have over 3 offices throughout the country.

OXENFREE FINANCIAL is a Melbourne, Florida based Financial Planning firm with nearly $168,352,562 assets under management, offering retirement planning & investment advisory services to 1513 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#327105
SEC#801-128275
Assets Managed by Firm$168,352,562
No. of Clients1513
No. of Advisors8

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other (ASSET ALLOCATION AND ADVISORY CONSULTING)

Firm Client Information

No. of ClientsAUM
Firm Total1513$168,352,562
Individuals (other than high net worth individuals)624$79,138,754
High net worth individuals56$88,804,120
Charitable organizations4$226,261
Corporations or other businesses2$183,427

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