Gary Steer
OxenFree Financial · Melbourne, Florida
Gary Steer is a fee-only financial advisor at OxenFree Financial in Melbourne, Florida, who holds the CFP credential. Gary charges a percentage of assets and focuses on retirement planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | OxenFree Financial |
|---|---|
| Based in | Melbourne, Florida |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $249.8M across 1,983 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 2562255 |
| Exams passed | Series 63 (2001) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.oxenfreefinancial.com |
How Gary's firm compares
- OxenFree Financial's average account is about $126,000, from its Form ADV (assets managed divided by 1,983 accounts).
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Questions about Gary
Is Gary Steer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gary holds no broker registration, and OxenFree Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gary charge for financial advice?
Gary charges a percentage of assets.
Where is Gary Steer based?
Gary Steer is based in Melbourne, Florida.
What does Gary specialize in?
Gary's specialties include retirement planning. Gary works with retirees and pre-retirees.
What credentials does Gary Steer hold?
Gary Steer holds the CFP credential.
Is Gary Steer registered with the SEC?
Yes. Gary Steer is registered as an investment adviser representative in FL (CRD 2562255), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does OxenFree Financial manage?
OxenFree Financial reports $249.8M across 1,983 accounts in assets under management.
How do I contact Gary Steer?
Through Gary's website, www.oxenfreefinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- OxenFree Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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