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Home > Retirement Planners > virginia > middleburg > THE HOERNER PLANNING GROUP, LLC
THE HOERNER PLANNING GROUP, LLC
210 East Federal Street
Middleburg, Virginia 20117
Tel: 540-687-5090
About THE HOERNER PLANNING GROUP, LLC
THE HOERNER PLANNING GROUP, LLC, formally registered with the SEC as THE HOERNER PLANNING GROUP, LLC. The firm was established in 04/18/2006. They have over 1 offices throughout the country.
THE HOERNER PLANNING GROUP, LLC is a Middleburg, Virginia based Financial Planning firm with nearly $1,327,308,235 assets under management, offering retirement planning & investment advisory services to 1522 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 139464 |
| SEC# | 801-66594 |
| Assets Managed by Firm | $1,327,308,235 |
| No. of Clients | 1522 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1522 | $1,327,308,235 |
| Individuals (other than high net worth individuals) | 173 | $27,982,940 |
| High net worth individuals | 169 | $1,101,627,166 |
| Pension and profit sharing plans | 9 | $17,448,943 |
| Charitable organizations | 47 | $157,498,639 |
| Corporations or other businesses | 4 | $22,750,547 |
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