Firm
The Hoerner Planning Group
Middleburg, Virginia
Fee-only
The Hoerner Planning Group at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 4 advisors are listed here; 1 of 4 hold the CFP.
- Its Form ADV reports 8 employees and 365 individual clients, 161 of them high net worth.
- Its average account is about $881,000 (assets it manages divided by its 1,877 accounts).
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Middleburg, Virginia |
|---|---|
| Phone | (540) 687-5090 |
The Hoerner Planning Group fees
The Hoerner Planning Group doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $1.7 billion |
| Individual clients | 204 |
| High-net-worth clients | 161 |
| Accounts managed | 1,877 |
| Employees | 8 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-66594) |
| Financial planning | Offered |
| Form ADV filed | March 26, 2026 |
| SEC record | CRD 139464 |