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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1,105
    MILLION
  • Total Number of Accounts
    1,383
    ACCOUNTS
  • Average Account Value
    $798,930
Compensation Options
  • A percentage of assets under your management
  • 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
The map below shows states where this firm has explicit registration only.

CA, DC, DE, FL, MA, MD, NH, NY, SC, TX, VA, VT

Financial Advisors at The Hoerner Planning Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Sarah A. Albritton
CRD#: 6708043
210 East Federal Street, Middleburg, VA 20117

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.

2
Christopher P. Hoerner
CRD#: 6375395
210 East Federal Street, Middleburg, VA 20117

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.

3
Henry R. Hoerner
CRD#: 2230564
210 East Federal Street, Middleburg, VA 20117

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.

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