Oxenfree Financial

Oxenfree Financial is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Melbourne, Florida. On its latest Form ADV, filed June 22, 2026, it reports $250M in regulatory assets under management, 941 individual clients and 8 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	SEC-registered
Firm CRD number	327105 · SEC file 801-128275
Office	1900 S. Harbor City Blvd. Ste. 111 Melbourne, FL 32901
Phone	(321) 722-7882
Website	www.oxenfreefinancial.com
Regulatory assets under management	$250M ($202M discretionary)
Individual clients	842 non-high-net-worth, 99 high-net-worth
Financial planning clients	1-10
How it charges	Percentage of assets, Hourly, Fixed fee
Services	Financial planning, Portfolio management
Employees	8
Disciplinary disclosures	None reported
Latest Form ADV filing	June 22, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• It also charges a percentage of assets managed for ongoing investment management.
• Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
• It provides financial planning services, not only portfolio management.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Other fee-only advisers in Melbourne

• Flavin Financial Services, Inc. $205M
• Sound Financial Solutions LLC $18M
• Arbogast Financial Advisors, LLC $51M
• BMR Global Wealth Management Group, Inc. $1.1M
• Money Management Concepts Inc. $120M
• Valuengine Capital Management LLC $19M

See all 8 fee-only advisers in Melbourne →

Nearby

• Indialantic 2 firms
• Satellite Beach 2 firms
• Malabar 1 firm
• Melbourne Beach 1 firm
• Cocoa Beach 1 firm
• Rockledge 2 firms
• Vero Beach 10 firms