Dane Carpenter Spencer

CFP

Oxford Wealth Group, LLC

3 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

May 2025 - Present · 9 mos

Previous Registrations

Beacon Financial Advisors LTD

February 2024 - April 2025 · 1 yr 2 mos

Financial Synergies

January 2022 - October 2023 · 1 yr 9 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.