Firm
OxenFree Financial
Melbourne, Florida
Fee-only
OxenFree Financial at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 8 advisors are listed here; 1 of 8 hold the CFP.
- Its Form ADV reports 8 employees and 941 individual clients, 99 of them high net worth.
- Its average account is about $126,000 (assets it manages divided by its 1,983 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Melbourne, Florida |
|---|---|
| Website | oxenfreefinancial.com |
| Phone | (321) 722-7882 |
OxenFree Financial fees
OxenFree Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $250 million |
| Individual clients | 842 |
| High-net-worth clients | 99 |
| Accounts managed | 1,983 |
| Employees | 8 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-128275) |
| Financial planning | Offered |
| Form ADV filed | June 22, 2026 |
| SEC record | CRD 327105 |