Victor Cunningham
The Hoerner Planning Group · Middleburg, Virginia
Victor Cunningham is a fee-only financial advisor at The Hoerner Planning Group in Middleburg, Virginia, who holds the CFA credential. 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 |
| Credentials | CFA |
| SEC registration | Investment adviser representative in VA · CRD 2512959 |
| Firm size | 8 employees |
| Disclosures | None reported |
| Profile |
How Victor'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 Victor
Is Victor Cunningham a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Victor 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 Victor charge for financial advice?
Victor's firm, The Hoerner Planning Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Victor Cunningham based?
Victor Cunningham is based in Middleburg, Virginia.
What credentials does Victor Cunningham hold?
Victor Cunningham holds the CFA credential.
Is Victor Cunningham registered with the SEC?
Yes. Victor Cunningham is registered as an investment adviser representative in VA (CRD 2512959), 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 Victor Cunningham?
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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