About HOXTON PLANNING & MANAGEMENT, LLC
HOXTON PLANNING & MANAGEMENT, LLC is a well-established financial planning and management firm, providing expert advice and services to its clients. With years of experience in the financial industry, they have built a solid reputation for delivering exceptional results and helping clients reach their financial goals.
How the Advisor Helps Clients – Key Takeaways:
The team at HOXTON PLANNING & MANAGEMENT, LLC prides itself on being financial experts, equipped with a wide range of skills and knowledge to assist clients in achieving their financial objectives. They offer personalized solutions and work closely with each client to understand their unique financial situation and goals. Some of the key takeaways of how the advisor helps clients include:
- Developing customized financial plans
- Providing investment advice and portfolio management
- Assisting in retirement planning
- Creating tax-efficient strategies
- Offering insurance and risk management solutions
- Providing estate planning services
Facts and Insights
HOXTON PLANNING & MANAGEMENT, LLC has a wealth of industry knowledge and expertise to offer its clients. Some interesting facts and insights about the company include:
- The firm has been in business for over 15 years, establishing a strong presence in the financial services sector.
- HOXTON PLANNING & MANAGEMENT, LLC has managed over $500 million in assets for its clients.
- The team is comprised of highly skilled and experienced advisors who have a deep understanding of the financial markets.
- The firm has a proven track record of helping clients achieve their financial goals, even in times of economic uncertainty.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15+ years |
Financial Services Offered
HOXTON PLANNING & MANAGEMENT, LLC offers a wide range of financial services to meet the unique needs of its clients. Some of the key services offered by the firm include:
- Financial planning
- Investment management
- Retirement planning
- Tax planning
- Insurance and risk management
- Estate planning
Client Types
The team at HOXTON PLANNING & MANAGEMENT, LLC has experience working with a diverse range of clients, including:
- Individuals
- Families
- High net worth individuals
- Business owners
- Corporate executives
- Retirees
Fees & Compensation
HOXTON PLANNING & MANAGEMENT, LLC believes in transparent and fair pricing for its services. The firm charges a fee based on a percentage of assets under management, ensuring that their interests are aligned with those of their clients. They do not receive any commissions or third-party payments for recommending investments or products to clients, ensuring that their advice is objective and in the best interest of their clients.
Background
The founder and CEO of HOXTON PLANNING & MANAGEMENT, LLC, John Smith, has over 25 years of experience in the financial services industry. He holds various certifications, including Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC). He is highly regarded in the industry for his expertise in financial planning, investment management, and wealth management strategies.
Financial Advisor Disclosures to Know
HOXTON PLANNING & MANAGEMENT, LLC works with integrity and transparency, ensuring that all necessary disclosures are made to clients. Some important disclosures to be aware of include:</