Patricia Eddy
Oxford Planning Group · Woodstock, Maryland
Patricia Eddy is a fee-only financial advisor at Oxford Planning Group in Woodstock, Maryland. Patricia focuses on retirement planning, estate & legacy planning and tax planning. Oxford Planning Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Oxford Planning Group |
|---|---|
| Based in | Woodstock, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $112.9M across 98 accounts |
| SEC registration | Investment adviser representative in MD · CRD 5277551 |
| Exams passed | Series 65 (2009) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.oxfordplanning.com |
How Patricia's firm compares
- Oxford Planning Group's average account is about $1.2 million, from its Form ADV (assets managed divided by 98 accounts).
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Questions about Patricia
Is Patricia Eddy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patricia holds no broker registration, and Oxford Planning Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Patricia charge for financial advice?
Patricia's firm, Oxford Planning Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Patricia Eddy based?
Patricia Eddy is based in Woodstock, Maryland.
What does Patricia specialize in?
Patricia's specialties include retirement planning, estate & legacy planning and tax planning.
Is Patricia Eddy registered with the SEC?
Yes. Patricia Eddy is registered as an investment adviser representative in MD (CRD 5277551), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Oxford Planning Group manage?
Oxford Planning Group reports $112.9M across 98 accounts in assets under management.
How do I contact Patricia Eddy?
Through Patricia's website, www.oxfordplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Maryland
Other advisors in Maryland who focus on retirement planning
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
- Oxford Planning Group 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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