HOXTON PLANNING & MANAGEMENT, LLC

8530 Shepherdstown Pike
Shepherdstown, West Virginia 25443
Tel: 304-876-2619

About HOXTON PLANNING & MANAGEMENT, LLC

HOXTON PLANNING & MANAGEMENT, LLC, formally registered with the SEC as HOXTON PLANNING & MANAGEMENT, LLC. The firm was established in 03/14/2022. They have over 1 offices throughout the country.

HOXTON PLANNING & MANAGEMENT, LLC is a Shepherdstown, West Virginia based Financial Planning firm with nearly $491,558,229 assets under management, offering retirement planning & investment advisory services to 1236 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	319087
SEC#	801-123434
Assets Managed by Firm	$491,558,229
No. of Clients	1236
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1236	$491,558,229
Individuals (other than high net worth individuals)	217	$103,737,200
High net worth individuals	134	$376,445,317
Pension and profit sharing plans	9	$4,917,218
Charitable organizations	5	$1,951,184
Corporations or other businesses	4	$3,169,117

More Retirement Planning firms in Shepherdstown, West Virginia:

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SECURITY CAPITAL MANAGEMENT 1300 Chapline Street Wheeling, WV, 26003	$1,018,623,006	2291	21
WESBANCO INVESTMENT DEPARTMENT One Bank Plaza, Fifth Floor Wheeling, WV, 26003-3565	$839,421,117	6	15
NTV ASSET MANAGEMENT, LLC 170 Summers Street, Suite 200 Charleston, WV, 25301-1800	$822,275,700	824	5
COMMONWEALTH FINANCIAL SERVICES 373 Timberline Parkway Vienna, WV, 26105	$774,786,979	4851	26

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