Archibald Hoxton
Archibald Hoxton is a CFP-designated registered investment advisor at Hoxton Planning & Management, LLC, based in Shepherdstown, WV, with 26 years of industry experience. Archibald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 370 clients with $490M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee Estimator
Location
8530 Shepherdstown Pike, Shepherdstown, WV, 25443
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Archibald is the owner of an office building through Hoxton Center, LLC, a minor shareholder and board member of Henry Funeral Home, Inc., and co-author of a financial planning book. He is also a board member of Jefferson Security Bank and a licensed insurance agent selling various insurance products, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Hoxton Planning & Management, LLC
Previous Registrations
Goldman Sachs Personal Financial Management
Hfi Wealth Management
Linsco/private Ledger CORP.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.