Firm
Oxford Wealth Management
Lindon, Utah
Fee-only
Oxford Wealth Management at a glance
- One of 107 fee-only firms based in Utah in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 11 employees and 64 individual clients, 26 of them high net worth.
- Its average account is about $1.7 million (assets it manages divided by its 66 accounts).
Fee-only advisors in Utah · What fee-only advisors charge in Utah
Facts
| Based in | Lindon, Utah |
|---|---|
| Phone | (385) 206-5271 |
Oxford Wealth Management fees
Oxford Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 · Fixed fees · Performance-based fees |
|---|---|
| Assets managed | $110 million |
| Individual clients | 38 |
| High-net-worth clients | 26 |
| Accounts managed | 66 |
| Employees | 11 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-131225) |
| Financial planning | Offered |
| Form ADV filed | October 22, 2026 |
| SEC record | CRD 332725 |