OXFORD PLANNING GROUP, LLC

CRD 286017File 801-136710

APPROVED

Retail clients

Custody

Filing as of Jul 8, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$112.9M

Bottom 25% of cohort (national)

Discretionary AUM

$100.5M

Non-discretionary $12.4M

Clients

98 accounts

Employees

Bottom 25% of cohort in MD

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Jul 10, 2026
Principal office: 10713 B BIRMINGHAM WAY, WOODSTOCK, MD, 21163
Phone: 410-995-8711
Website: HTTP://WWW.OXFORDPLANNING.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $112.9M
Discretionary AUM: $100.5M
Non-discretionary AUM: $12.4M
Discretionary accounts: 94
Non-discretionary accounts: 4
Total accounts: 98
AUM per client: $1.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$2.8M
High net worth individuals	32	$79.7M
Pension and profit sharing plans	Fewer than 5	$7.6M
Individuals (other than high net worth individuals)	61	$22.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.