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ChFC

Stephen Wilkins

Oxford Financial Group, LTD
30 Years of Experience
Atlanta, GA
1 Disclosure
View SEC Summary
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Stephen Wilkins is a ChFC-designated registered investment advisor at Oxford Financial Group, LTD, based in Atlanta, GA, with 30 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 7 more. Their firm serves 697 clients with $23B in assets under management.

Oxford Financial Group, LTD
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
51 advisors
Number of Clients
697 clients
Average Client Portfolio
$33.5M average
Assets Under Management
$23.3B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.00%
$5.0M - $10.0M0.70%
$10M+0.50%

Schedule reflects Growth Pod public securities/equities. Other asset categories have different fee schedules: Fixed Income (0.30% on first $10M, 0.20% over $10M), Diversifier strategies (1.00%), Long/Short strategies (0.75% to 1.00%), Aspirational solutions (1.50%), Mayfair Capital Partners (2.00%), and Client-directed accounts (0.20%). Fees may be negotiable for significant asset balances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3060 Peachtree Road Nw, Suite 470, Atlanta, GA, 30305

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2002
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Oxford Financial Group, LTD
April 2024 - Present · 2 yrs 6 mos
Previous Registrations
The Leaders Group, INC.Broker
April 2020 - March 2024 · 3 yrs 11 mos
The Leaders Group, INC.Broker
December 2015 - December 2019 · 4 yrs
Soundriver Advisors, LLC
January 2013 - July 2016 · 3 yrs 6 mos
Certussecurities, INC.Broker
January 2012 - November 2015 · 3 yrs 10 mos
M Holdings Securities, INC.Broker
May 2001 - January 2012 · 10 yrs 8 mos
Mutual Service CorporationBroker
March 2000 - May 2001 · 1 yr 2 mos
Northwestern Mutual Investment Services, LLCBroker
April 1995 - July 1999 · 4 yrs 3 mos
State Registrations1 state
GA
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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