SC
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
10 advisors
Number of Clients
646 clients
Average Client Portfolio
$365K average
Assets Under Management
$235.9M
Fee Structure
Minimum Investment:None
Financial Planning:Included in AUM fee
Financial Plan Fee:$500 - $3,000
Investment advisory fees range from 0% to 2% annually, charged monthly in arrears based on the average daily value of assets. All clients who retain the firm for investment advisory services will be assessed a one-time planning fee at the start of the relationship. Clients may also retain the firm solely for financial planning or a financial consultation. Financial planning fees are generally calculated and charged on a flat fee basis from $500 to $3,000 per engagement.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
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Advisor Information
Office location
4371 Hwy 17 #201, Fleming Island, FL, 32003
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Oxford Wealth Group, LLC
October 2025 - Present · 3 mos
Previous Registrations
Camarda Wealth Advisory Group
November 2024 - September 2025 · 10 mos
Fisher Investments
June 2018 - November 2024 · 6 yrs 5 mos
Voya Investment Management CO. LLC
April 2008 - January 2018 · 9 yrs 9 mos
Voya Investments Distributor, LLCBroker
July 2007 - January 2018 · 10 yrs 6 mos
Mfs Fund Distributors, INC.Broker
July 2000 - July 2007 · 7 yrs
Putnam Retail Management, INC.Broker
October 1997 - July 2000 · 2 yrs 9 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.