LP Profile

Hoxton Planning & Management

Also known as hoxton planning and

Wealth ManagerShepherdstown, United StatesFounded 1992
$592M
Assets Under Management
Shepherdstown
Headquarters
Investment Focus

About Hoxton Planning & Management

Hoxton Planning & Management is a financial planning and investment firm based in Shepherdstown, West Virginia, founded in 1992 and managing roughly $592 million. It offers planning, tax, investment, estate and retirement services. The firm focuses on serious savers who are nearing the end of their careers or have already retired. Certified Financial Planner professionals Archie and Rob Hoxton host a weekly show on retirement planning. The firm describes its work as tailoring financial strategies to each client's needs and wishes, backed by decades of experience in planning, tax and investments.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Hoxton Planning & Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$591.5M
Total Clients
1,377
Filing Date
March 16, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Hoxton Planning & Management?

Hoxton Planning & Management is a wealth manager based in Shepherdstown, United States, managing approximately $592M in assets.

Where is Hoxton Planning & Management headquartered?

Hoxton Planning & Management is headquartered in Shepherdstown, United States.

How much does Hoxton Planning & Management manage?

Hoxton Planning & Management manages approximately $592M in assets under management.

When was Hoxton Planning & Management founded?

Hoxton Planning & Management was founded in 1992.

How can I contact Hoxton Planning & Management?

Verified contact details, key decision-makers, and investment preferences for Hoxton Planning & Management are available on LPbacked. Create a free account to access them.