The Hoerner Planning Group, LLC
The Hoerner Planning Group, LLC (CRD# 139464) is a financial advisory firm headquartered in Middleburg, VA. They manage $1,104,919,950 in 1,383 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management1,105MILLION
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Total Number of Accounts1,383ACCOUNTS
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Average Account Value$798,930
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
CA, DC, DE, FL, MA, MD, NH, NY, SC, TX, VA, VT
Sarah Albritton (CRD# 6708043) is an Investment Advisor Representative working at The Hoerner Planning Group, LLC in Middleburg, VA and has 1 year of experience in the finance industry.
Christopher Hoerner (CRD# 6375395) 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.
Henry Hoerner (CRD# 2230564) is an Investment Advisor Representative working at The Hoerner Planning Group, LLC in Middleburg, VA and has over 31 years of experience in the finance industry.