Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$591,549,809
Total clients
373
46% high-net worth
Total advisors
4
of 8 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
93
Average account size
$1,585,924
Hoxton Planning & Management, LLC provides financial planning, consulting, investment and wealth management services to individuals, trusts, estates, charitable organizations, corporations and other business entities, and also offers retirement plan consulting for plan sponsors. The firm serves both non‑HNW and high‑net‑worth individuals and explicitly includes state and municipal government entities among its client types, managing assets on both discretionary and non‑discretionary bases.
Investment approach is centered on strategic asset allocation informed by Modern Portfolio Theory for more efficient asset classes, while allocating to active independent managers in less efficient segments; portfolios are constructed with mutual funds, ETFs, individual securities and model portfolios that are rebalanced and monitored. Hoxton tailors portfolios to client risk tolerance, time horizon and tax considerations, uses third‑party technology—such as 55ip for trading implementation—and conducts ongoing reviews at least semi‑annually.
Noteworthy operational features include the firm’s participation in a DPL insurance platform to access commission‑free insurance products and its use of the Pontera platform for advising on held‑away employee benefit plan assets (with platform charges handled through the advisory fee), arrangements that create particular implementation and compensation considerations. The firm also discloses using endorsements and testimonials in its advertising, a practice that is uncommon among peer team firms.
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.
Hoxton Planning & Management, LLC
8530 Shepherdstown Pike
Shepherdstown WV 25443, United States
Number of offices
1
Florida · Maryland · North Carolina · Pennsylvania · Texas · Virginia · West Virginia
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.
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 65
Shepherdstown, WV
Hoxton Planning & Management, LLC
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