Rhiannon A Turner
Investment adviser representative at Hoxton Planning & Management, LLC
12 yearsExperience
1 stateRegistered in
$591.5MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Hoxton Planning & Management, LLCMay 2024 to now
- Martinsburg InstituteOct 2022 to May 2024
- Taco BellApr 2021 to Oct 2022
- Sheperd UniversityAug 2020 to May 2022
- Wv DhhrJan 2020 to Feb 2021
- Winchester Community Mental Health CenterJun 2019 to Jan 2020
- Childrens Aid SocietyFeb 2019 to May 2019
- County Homemakers IncJan 2019 to Feb 2019
- Sheperd UniversityAug 2014 to Dec 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (WV).
Hoxton Planning & Management, LLC
$591.5MAssets managed
392Clients
5Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8151472
- Firm CRD
- 319087