The Hoerner Planning Group, LLC

The Hoerner Planning Group, LLC (CRD# 139464) is a financial advisory firm headquartered in Middleburg, VA. They manage $483,735,651 in 709 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    484
    MILLION
  • Total Number of Accounts
    709
    ACCOUNTS
  • Average Account Value
    $682,279
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, MD, MI, MT, NC, NY, VA

Financial Advisors at The Hoerner Planning Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Henry R. Hoerner
CRD#: 2230564
210 East Federal Street, Middleburg, VA 20117
93
Wealthminder
score

Henry Hoerner (CRD# 2230564) is an Investment Advisor Representative working at The Hoerner Planning Group, LLC in Middleburg, VA and has over 25 years of experience in the finance industry.

2
Jessica B. Lusakueno
CRD#: 5839850
210 East Federal Street, Middleburg, VA 20117
93
Wealthminder
score

Jessica Lusakueno (CRD# 5839850) is an Investment Advisor Representative working at The Hoerner Planning Group, LLC in Middleburg, VA and has over 7 years of experience in the finance industry.

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