Advisers in Shepherdstown, WV

2 advisers in Shepherdstown — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Hoxton Planning & Management, LLC8530 Shepherdstown Pike · Shepherdstown, WV 25443 · (304) 876-2619 · Financial planningCRD 319087 · % of assets, Hourly charges, Fixed fees · $591.5 million AUMSEC registeredNo commissions reported Mission: Advice7866 Martinsburg Pike · Shepherdstown, WV 25443 · (304) 870-4200 · Financial planningCRD 300473 · % of assets, Hourly charges, Fixed fees · $2.8 million AUMState registeredNo commissions reported

Talking to advisers in Shepherdstown? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.