Advisor at Hoxton Planning & Management, LLC
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Firm
Hoxton Planning & Management, LLC
Location
Shepherdstown, WV 25443
Credentials
Series 66
Industry experience
10 years
James Sutch is a financial advisor at Hoxton Planning & Management, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Arbor Private Wealth, LLC and Wells Fargo Clearing Services, LLC. In addition to his advisory role, he is a licensed insurance agent involved in the sale of insurance products. Hoxton Planning & Management advises individual clients, trusts, estates, charitable organizations, business entities, and government clients, offering comprehensive financial planning and investment management services. The firm employs a strategic asset allocation framework informed by Modern Portfolio Theory, active management in select asset classes, and tax-aware strategies.
Based on Hoxton Planning & Management, LLC
Based on Hoxton Planning & Management, LLC
Fixed fee for financial planning and consulting services starting at $3,500 initial fee.
$0 - $350,000: 1.50% $350,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Certain supervised persons offer insurance products under separate commission-based arrangements.
$350 per hour for non-ongoing financial planning and consulting.
Account minimum: $350,000 Minimum fee: Initial fee for financial planning and consulting: $3,500 or more for the first year; minimum $2,500 annually thereafter (fees are negotiable). Fee-only: Fixed fees for financial planning and consulting: $3,500 or more initially, $2,500 minimum annually; Hourly rate: $350 per hour.
8530 Shepherdstown Pike
Shepherdstown, WV 25443
West Virginia
Hoxton Planning & Management
2024 - Present (2 years)
Arbor Private Wealth, LLC
2023 - 2024 (1 year)
Wells Fargo Clearing
2015 - 2023 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Martinsburg, WV
Taylor Capital Management
CFP®, Series 63, Series 65
Shepherdstown, WV
Mission: Advice
CFP®, Series 63, Series 65
Shepherdstown, WV
Hoxton Planning & Management, LLC
CFP®, Series 66
Shepherdstown, WV
Hoxton Planning & Management, LLC
Series 65
Shepherdstown, WV
Hoxton Planning & Management, LLC
Series 63, Series 65
Jefferson, MD
Lombard Advisers Incorporated
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