Harry Oxley
Double Bay Management & Planning · San Francisco, California
Harry Oxley is a fee-only financial advisor at Double Bay Management & Planning in San Francisco, California, who holds the CFA credential. Harry focuses on small business owners. Double Bay Management & Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Double Bay Management & Planning |
|---|---|
| Based in | San Francisco, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $127.0M across 100 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA · CRD 2827738 |
| Exams passed | Series 63 (1997) · Series 65 (1999) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.doublebaymp.com |
| Profile |
How Harry's firm compares
- Double Bay Management & Planning's average account is about $1.3 million, from its Form ADV (assets managed divided by 100 accounts).
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Questions about Harry
Is Harry Oxley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Harry holds no broker registration, and Double Bay Management & Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Harry charge for financial advice?
Harry's firm, Double Bay Management & Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Harry Oxley based?
Harry Oxley is based in San Francisco, California.
What does Harry specialize in?
Harry's specialties include small business owners.
What credentials does Harry Oxley hold?
Harry Oxley holds the CFA credential.
Is Harry Oxley registered with the SEC?
Yes. Harry Oxley is registered as an investment adviser representative in CA (CRD 2827738), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Double Bay Management & Planning manage?
Double Bay Management & Planning reports $127.0M across 100 accounts in assets under management.
How do I contact Harry Oxley?
Through Harry's website, www.doublebaymp.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
- Double Bay Management & Planning 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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