THE HOERNER PLANNING GROUP, LLC
SEC Form ADV profile.
Total regulatory AUM
$1,652,844,771
Discretionary
$897,575,903
Non-discretionary
$755,268,868
Firm details
- CRD number
- 139464
- SEC file number
- 801-66594
- Main office
- MIDDLEBURG, VA, United States
- Employees
- 8
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.