Henry Hoerner
The Hoerner Planning Group · Middleburg, Virginia
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.
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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 2230564 |
| Exams passed | Series 63 (1992) · Series 65 (1992) |
| Firm size | 8 employees |
| Disclosures | None reported |
How Henry'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 Henry
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.
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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