Hoxton Planning & Management, LLC fees and pricing
Financial planner in Shepherdstown, West Virginia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 16, 2026, Hoxton Planning & Management, LLC charges $350 an hour and an annual fee of $2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“For non-ongoing Financial Planning, the Firm charges $350 per hour.”
- Annual fee
- $2,500/yr
“For the first year, the firm charges an initial fee of $3,500 or more and a minimum of $2,500 annually thereafter.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Hoxton Planning & Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are negotiable at the firm’s discretion.”
- “For project-based services Hoxton Planning & Management requires one-half of the fee (estimated hourly or fixed) payable upon execution of the Advisory Agreement.”
- “The outstanding balance is due upon delivery of the financial plan or completion of the agreed upon services.”
How Hoxton Planning & Management, LLC’s fees compare
- Its hourly rate of $350 is above the West Virginia median of $250. 100% of the 7 other West Virginia planners that publish an hourly rate charge less.
About Hoxton Planning & Management, LLC
- Firm size: 8 employees.
- Registered as an adviser: 2022 (4 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 3% a year
- Clients
- 373
- Employees
- 8
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, state and local governments, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $591,549,809
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 319087
- Phone
- (304) 876-2619
Can advise clients in 7 states: Florida, Maryland, North Carolina, Pennsylvania, Texas, Virginia, West Virginia
Other planners in Shepherdstown that publish fees
- Mission: AdviceShepherdstown$250/hr, $4,000
- Anthony Investment Management, LLCWheeling$100-$10,000
- Felton Wealth, LLCWheeling$500
- Fort Henry Capital, LLCWheeling$150-$400/hr, $500-$5,000
- Freedom Financial Advisors, LLCSouth Charleston$200-$3,000
- Global Freedom Financial LLCSouth Charleston$250/hr, $1,000-$12,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.