# Henry Hoerner

> Henry 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.

Page: https://find.wellspent.co/advisors/henry-hoerner/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** The Hoerner Planning Group
- **Based in:** Middleburg, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $1.65B across 1,877 accounts
- **CRD:** 2230564 (https://adviserinfo.sec.gov/individual/summary/2230564)
- **SEC registration:** Investment adviser representative in TX, VA
- **Exams passed:** Series 63 (1992), Series 65 (1992)
- **Firm size:** 8 employees
- **Disclosures:** None reported

## Frequently asked questions

### Is Henry Hoerner a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Henry 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 Henry charge for financial advice?

Henry's firm, The Hoerner Planning Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Henry Hoerner based?

Henry Hoerner is based in Middleburg, Virginia.

### Is Henry Hoerner registered with the SEC?

Yes. Henry Hoerner is registered as an investment adviser representative in TX and VA (CRD 2230564), 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 Henry Hoerner?

Contact details aren't on file yet. Search for The Hoerner Planning Group.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2230564): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.