Oxford Financial Partners
Oxford Financial Partners (CRD# 282843) is a financial advisory firm headquartered in Cincinnati, OH. They manage $277,872,677 in 525 accounts and serve the financial needs of clients across 8 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management278MILLION
-
Total Number of Accounts525ACCOUNTS
-
Average Account Value$529,281
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, GA, IN, KY, NE, OH, SC, TX
Financial Advisors at Oxford Financial Partners
No Advisor Found.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.