Shaun Eddy
Investment adviser representative at Oxford Planning Group, LLC
25 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$112.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
25 years in the industry.
- Oxford Planning Group, LLCJan 2017 to now
- Strategic Wealth Management GroupApr 2001 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1993
- Series 63 · Uniform Securities Agent State Law1993
State registrations
Registered as an investment adviser representative in 1 state (MD).
Oxford Planning Group, LLC
$112.9MAssets managed
93Clients
3Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1983133
- Firm CRD
- 286017