# Shaun Eddy

> Shaun Eddy is a fee-only financial advisor at Oxford Planning Group in Woodstock, Maryland, who holds the CFP credential. Shaun 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.

Page: https://find.wellspent.co/advisors/shaun-eddy/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## 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 (firm's website)
- **Assets under management (firm):** $112.9M across 98 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **CRD:** 1983133 (https://adviserinfo.sec.gov/individual/summary/1983133)
- **SEC registration:** Investment adviser representative in MD
- **Exams passed:** Series 63 (1993), Series 65 (1993)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.oxfordplanning.com

## Frequently asked questions

### Is Shaun Eddy a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Shaun 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 Shaun charge for financial advice?

Shaun's firm, Oxford Planning Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Shaun Eddy based?

Shaun Eddy is based in Woodstock, Maryland.

### What does Shaun specialize in?

Shaun's specialties include retirement planning, estate & legacy planning and tax planning.

### What credentials does Shaun Eddy hold?

Shaun Eddy holds the CFP credential.

### Is Shaun Eddy registered with the SEC?

Yes. Shaun Eddy is registered as an investment adviser representative in MD (CRD 1983133), 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 Shaun Eddy?

Through Shaun's website, www.oxfordplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1983133): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.oxfordplanning.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.