Patricia Eddy is a registered investment advisor at Oxford Planning Group, LLC, based in Woodstock, MD, with 16 years of industry experience. Patricia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 91 clients with $86M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Oxford Planning Group offers investment advisory services for a fee based on a percentage of the value of your investments. The fee is negotiable and generally ranges between 0.25% and 1.50% per year. The fees are charged in advance, based on the value of your investments on the last business day of the previous quarter. The fees include limited financial planning and consulting services. If you need more extensive planning, there may be a separate fee.
Location
10713 B Birmingham Way, Woodstock, MD, 21163
Get directionsHistory
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
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.