Archibald Hoxton
Archibald Hoxton is a CFP-designated registered investment advisor at Hoxton Planning & Management, LLC, based in Shepherdstown, WV, with 5 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 Activities
Archibald volunteers with the CFP Board Competency Standards Commission, evaluating the adequacy of CFP Board competency standards. He dedicates minimal time to this activity.
Employment History
Current Registrations
Hoxton Planning & Management, LLC
Previous Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
State Registrations1 state
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