Sarah Albritton
The Hoerner Planning Group · Middleburg, Virginia
Sarah Albritton is a fee-only financial advisor at The Hoerner Planning Group in Middleburg, Virginia, who holds the CFP credential. The Hoerner Planning Group reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Sarah →
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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VA · CRD 6708043 |
| Firm size | 8 employees |
| Disclosures | None reported |
How Sarah'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).
Request an introduction to Sarah
Tell Sarah a little about what you're looking for. Sarah isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Sarah
Is Sarah Albritton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sarah 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 Sarah charge for financial advice?
Sarah's firm, The Hoerner Planning Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Sarah Albritton based?
Sarah Albritton is based in Middleburg, Virginia.
What credentials does Sarah Albritton hold?
Sarah Albritton holds the CFP credential.
Is Sarah Albritton registered with the SEC?
Yes. Sarah Albritton is registered as an investment adviser representative in VA (CRD 6708043), 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 Sarah Albritton?
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.
See something wrong? Request a correction. Read our methodology.