Christopher Hoerner
The Hoerner Planning Group · Middleburg, Virginia
Christopher Hoerner is a fee-only financial advisor at The Hoerner Planning Group in Middleburg, Virginia. The Hoerner Planning Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | The Hoerner Planning Group |
|---|---|
| Based in | Middleburg, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.65B across 1,877 accounts |
| SEC registration | Investment adviser representative in TX, VA · CRD 6375395 |
| Exams passed | Series 65 (2016) |
| Firm size | 8 employees |
| Disclosures | None reported |
How Christopher's firm compares
- The Hoerner Planning Group's average account is about $881,000, from its Form ADV (assets managed divided by 1,877 accounts).
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Questions about Christopher
Is Christopher Hoerner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christopher holds no broker registration, and The Hoerner Planning Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Christopher charge for financial advice?
Christopher's firm, The Hoerner Planning Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Christopher Hoerner based?
Christopher Hoerner is based in Middleburg, Virginia.
Is Christopher Hoerner registered with the SEC?
Yes. Christopher Hoerner is registered as an investment adviser representative in TX and VA (CRD 6375395), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The Hoerner Planning Group manage?
The Hoerner Planning Group reports $1.65B across 1,877 accounts in assets under management.
How do I contact Christopher Hoerner?
Contact details aren't on file yet. Search for The Hoerner Planning Group.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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