Advisor at Hoxton Planning & Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Hoxton Planning & Management, LLC
Location
Shepherdstown, WV 25443
Credentials
Series 65
Industry experience
< 1 year
Rhiannon Turner is a financial advisor at Hoxton Planning & Management, LLC with a Series 65 designation and two years of industry experience. Prior to joining Hoxton Planning & Management in 2024, she held various roles including positions at Martinsburg Institute and Shepherd University. Hoxton Planning & Management advises individual clients, trusts, estates, charitable organizations, business entities, and government clients, offering comprehensive financial planning, investment management, and retirement plan consulting. The firm utilizes a strategic asset allocation framework informed by Modern Portfolio Theory, combining active management and tax-aware strategies across a range of investment vehicles.
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, LLC
2024 - Present (2 years)
Martinsburg Institute
2022 - 2024 (2 years)
Taco Bell
2021 - 2022 (1 year)
Sheperd University
2020 - 2022 (2 years)
WV DHHR
2020 - 2021 (1 year)
Winchester Community Mental Health Center
2019 - 2020 (1 year)
Childrens Aid Society
2019 - 2019 (1 year)
County Homemakers Inc
2019 - 2019 (1 year)
Sheperd University
2014 - 2018 (4 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
Series 66
Shepherdstown, WV
Hoxton Planning & Management, LLC
CFP®, Series 66
Shepherdstown, WV
Hoxton Planning & Management, LLC
Series 63, Series 65
Jefferson, MD
Lombard Advisers Incorporated
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