{
  "slug": "oxford-advisory-group",
  "name": "Oxford Advisory Group",
  "description": "Oxford Advisory Group advises high net worth clients on planning for and living with the complexities that come with wealth. They focus on tax-efficient strategies, estate planning, and maximizing social security.",
  "url": "https://optimly.ai/brand/oxford-advisory-group",
  "websiteUrl": "https://oxfordadvisorygroup.com/",
  "logoUrl": "https://logo.clearbit.com/oxfordadvisorygroup.com",
  "baiScore": 52.5,
  "bai_tier_status": "active",
  "bai_score_status": "active",
  "archetype": null,
  "archetype_status": "active",
  "category": "Wealth Management Firms",
  "categorySlug": null,
  "keyFacts": [],
  "aiReadiness": [],
  "competitors": [],
  "competitorsProse": null,
  "inboundCompetitors": [],
  "aiAlternatives": [],
  "parentBrand": null,
  "subBrands": [],
  "updatedAt": "2026-09-14T16:11:40.456Z",
  "verifiedVitals": {
    "website": "https://oxfordadvisorygroup.com",
    "category": "Financial Advisory",
    "what_it_does": "Oxford Advisory Group advises high net worth clients, pre-retirees, and retirees on planning for and living with the complexities of wealth, focusing on tax-efficient strategies, estate planning, and maximizing social security. They offer retirement income planning, portfolio management, and financial planning services, also assisting business owners and corporate executives.",
    "primary_audience": "High net worth clients, pre-retirees, retirees, business owners, and corporate executives.",
    "core_product": "Financial advisory services, including retirement planning, wealth management, and estate planning, with a focus on tax-efficient strategies.",
    "pricing_model": {
      "kind": "custom",
      "detail": "Asset-based advisory fees for investment advisory and portfolio management services, ranging from 0% to 2% annually, billed monthly in arrears based on the average daily value of client assets. Separate one-time financial planning fees from $500 to $3,000 per engagement, negotiated based on complexity and scope."
    },
    "parent_ownership": "Privately-held and family-owned, founded by Christopher Dixon and Samuel Dixon in 2019."
  },
  "intentTags": null,
  "businessProfileClaims": [],
  "timestamp": 1790120061035
}