Archibald
Hoxton

Hoxton Planning & Management, LLC

CRD#7259439
Investment Advisor
in Shepherdstown, WV

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About this Advisor

Archibald Hoxton is a financial advisor based in Shepherdstown, West Virginia, working with Hoxton Planning & Management, LLC. Archibald has previously held positions at West Virginia University, Texas Tech University, Southwestern Advantage, Hfi Wealth Management, Fellowship Of Catholic University Students, United Capital Financial Advisors, The Vanguard Group, Inc, and Hoxton Planning & Management, LLC. Archibald has passed the Series 66 regulatory exam and is registered to provide services in West Virginia. Currently, Archibald is part of Hoxton Planning & Management, LLC, which operates out of Shepherdstown, West Virginia. The firm has 4 employees and manages assets totaling $348.4 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Hoxton Planning & Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, 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

$348,428,454

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

4

WV Average: 16
Total Number of Accounts

898

WV Average: 1,028
Average Account Size

$388,005

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
  • Pension consulting services
  • Selection of other advisers

Archibald Hoxton Work History

2023 - Present (1 year)

Hoxton Planning & Management, LLC

2020 - 2023 (3 years)

The Vanguard Group, Inc

2018 - 2020 (2 years)

Texas Tech University

2018 - 2018 (< 1 year)

United Capital Financial Advisors

2018 - 2019 (1 year)

Texas Tech University

2017 - 2018 (1 year)

Fellowship Of Catholic University Students

2016 - 2016 (< 1 year)

Fellowship Of Catholic University Students

2015 - 2015 (< 1 year)

Hfi Wealth Management

2014 - 2014 (< 1 year)

Southwestern Advantage

2012 - 2016 (4 years)

West Virginia University

Disclosures

Please visit the SEC profile of Archibald Hoxton 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

Emily Leslie
Shepherdstown, WV
Archibald Hoxton
Shepherdstown, WV
Archibald Hoxton
Shepherdstown, WV

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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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