Hoxton Planning & Management, LLC

Investment Advisor
in Shepherdstown, WV

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About this Advisor

Amanda Runkles is a certified financial planner and personal financial specialist working out of Shepherdstown, West Virginia, with a total of 1 year of industry experience. Runkles is an employee of Hoxton Planning & Management, LLC. Runkles has gained experience at Hoxton Financial, Inc, Goldman Sachs Personal Financial Management and Hoxton Planning & Management, LLC. Runkles maintains a Series 65 license, designating them as an investment advisor representative, and is able to advise clients in West Virginia. Hoxton Planning & Management, LLC is a registered investment company based in Shepherdstown, WV. It controls $307 million in total assets among its 891 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. The firm provides services to six charitable organizations. Of its 891 customer accounts, 38% are held by high-net-worth clients who have more than $1 million in investable assets. Hoxton Planning & Management, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules largely vary depending on which services are offered. However, fees charged by Hoxton Planning & Management, LLC can be comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™, Personal Financial Specialist

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8530 Shepherdstown Pike
Shepherdstown, WV 25443

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Hoxton Planning & Management, LLC Brokerage Details

Total Assets Under Management


WV Average: $493,341,091
Total Number of Employees


WV Average: 16
Total Number of Accounts


WV Average: 1,028
Average Account Size


WV Average: $479,904

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Amanda Runkles Work History

Amanda has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Hoxton Planning & Management, LLC

2016 - 2022 (6 years)

Goldman Sachs Personal Financial Management

2011 - 2016 (5 years)

Hoxton Financial, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Amanda Runkles to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Hoxton Planning & Management, LLC

Archibald Hoxton
Shepherdstown, WV
Amanda Runkles
Shepherdstown, WV
Archibald Hoxton
Shepherdstown, WV

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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