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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...see more
Assets Under Mgmt
$1.1B
Investment Professionals
4
Locations
0
% 401K & Individual
% Discretionary
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
Reviews for The Hoerner Planning Group, Llc
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