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Joey Oxford

Capital Wealth Planning, LLC
29 Years of Experience
Naples, FL
Sells Insurance
View SEC Summary
View SEC Summary

Joey Oxford is a registered investment advisor at Capital Wealth Planning, LLC, based in Naples, FL, with 29 years of industry experience. Joey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 12,580 clients with $17B in assets under management.

Capital Wealth Planning, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
11 advisors
Number of Clients
12,580 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$17.2B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Fees are negotiable and will not exceed 1.75% of the market value of the client's portfolio. Wrap fee programs may charge additional fees up to a combined maximum of 3.0%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

9015 Strada Stell Ct, Suite 203, Naples, FL, 34109

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Joey sells life, health, disability, annuities, and long-term care insurance products with various companies since 2019. This takes a few hours per week, with about half of that time during trading hours.

Employment History
Current Registrations
Capital Wealth Planning, LLC
May 2021 - Present · 5 yrs 5 mos
Previous Registrations
Cetera Advisor Networks LLC
February 2021 - March 2021 · 1 mo
Cwm, LLC
February 2021 - March 2021 · 1 mo
Cetera Advisor Networks LLCBroker
January 2021 - March 2021 · 2 mos
Ameriprise Financial Services, INC.
February 2019 - September 2019 · 7 mos
Ameriprise Financial Services, INC.Broker
February 2019 - September 2019 · 7 mos
Fidelity Personal Trust Company, Fsb
April 2005 - March 2007 · 1 yr 11 mos
Strategic Advisers, INC.
June 2000 - December 2016 · 16 yrs 6 mos
Fidelity Brokerage Services LLCBroker
October 1995 - December 2016 · 21 yrs 2 mos
Rauscher Pierce Refsnes, INC.Broker
December 1994 - June 1995 · 6 mos
Fortis Investors, INC.Broker
June 1992 - December 1993 · 1 yr 6 mos
Ids Life Insurance CompanyBroker
January 1990 - August 1990 · 7 mos
American Express Financial Advisors INC.Broker
January 1990 - August 1990 · 7 mos
State Registrations2 states
FLTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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