Trent Michael Rogy

Oxford Wealth Group, LLC

4 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingTax PlanningEstate PlanningHigh Net Worth

Oxford Wealth Group, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

10 advisors

Number of Clients

646 clients

Average Client Portfolio

$365K average

Assets Under Management

$235.9M

Fee Structure

Location

111 N. Orange Avenue, Suite 775, Orlando, FL, 32801

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Oxford Wealth Group, LLC

June 2023 - Present · 2 yrs 8 mos

Previous Registrations

Financial Engines Advisors L.L.C.

May 2022 - July 2023 · 1 yr 2 mos

Rogy Financial Planning, LLC

April 2021 - April 2022 · 1 yr

State Registrations3 states

FLSCTX

Advisor

Exams

No exam information available for this advisor.