THE HOERNER PLANNING GROUP, LLC
Middleburg, Virginia
The Hoerner Planning Group, LLC, a small investment advisory firm based out of Middleburg, VA, boasts an impressive track record in managing assets for high net worth individuals. With over 160 individual clients and a staggering $1,104,920,000 in assets under management, they have firmly established themselves as a trusted partner in financial planning and investment strategies. With one office serving as their base of operations, The Hoerner Planning Group takes a personalized approach to their clients' needs. They offer a range of compensation structures, including a percentage of assets under management and fixed fees, ensuri...
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Assets Under Mgmt

$1.1B

Investment Professionals

4

Locations

0

% 401K & Individual

3%

% Discretionary

67%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection of other advisers
Other: CONSULTING
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