Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > florida > orlando > OXFORD WEALTH GROUP, LLC
OXFORD WEALTH GROUP, LLC
111 N. Orange Avenue
Suite 775
Orlando, Florida 32801
Tel: 407-495-2004
About OXFORD WEALTH GROUP, LLC
OXFORD WEALTH GROUP, LLC, formally registered with the SEC as OXFORD WEALTH GROUP, LLC. The firm was established in 04/22/2022. They have over 6 offices throughout the country.
OXFORD WEALTH GROUP, LLC is a Orlando, Florida based Financial Planning firm with nearly $198,868,022 assets under management, offering retirement planning & investment advisory services to 1190 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 319561 |
| SEC# | 801-124718 |
| Assets Managed by Firm | $198,868,022 |
| No. of Clients | 1190 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1190 | $198,868,022 |
| Individuals (other than high net worth individuals) | 524 | $141,985,119 |
| High net worth individuals | 33 | $56,882,903 |
More Retirement Planning firms in Orlando, Florida:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $433,814,330,581 | 1070028 | 13966 | |
| $397,045,307,119 | 26 | 2932 | |
| $344,868,106,925 | 1030208 | 6727 | |
| $120,567,542,959 | 727 | 189 | |
| $118,191,936,095 | 97020 | 845 |
Explore More Retirement Advisors in Orlando, Florida