Shaun Eddy is a CFP-designated registered investment advisor at Oxford Planning Group, LLC, based in Woodstock, MD, with 33 years of industry experience. Shaun operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 93 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fees generally range from 0.25% to 1.50% of assets under management and are negotiable based on factors such as portfolio size, complexity, and family relationships.
Fee Estimator
Location
10713 B Birmingham Way, Woodstock, MD, 21163
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Oxford Planning Group, LLC
Previous Registrations
Stratwealth
Eichelberger Griesser Eddy & Alms INC
State Registrations1 state
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
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