Shaun Eddy
Oxford Planning Group · Woodstock, Maryland
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.
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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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD · CRD 1983133 |
| Exams passed | Series 63 (1993) · Series 65 (1993) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.oxfordplanning.com |
| Profile |
How Shaun'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 Shaun
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.
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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