Fee-only adviser · Middleburg, VA
The Hoerner Planning Group, LLC
The Hoerner Planning Group, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Middleburg, Virginia. On its latest Form ADV, filed March 26, 2026, it reports $1.7B in regulatory assets under management, 365 individual clients and 4 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 139464 · SEC file 801-66594 |
| Office | 210 East Federal Street Middleburg, VA 20117 |
| Phone | (540) 687-5090 |
| Website | Not listed |
| Regulatory assets under management | $1.7B ($898M discretionary) |
| Individual clients | 204 non-high-net-worth, 161 high-net-worth |
| Financial planning clients | 251-500 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 8 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 26, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Middleburg
- Wiseman & Associates Wealth Management $71M
- Dudley Capital Management LLC $292M
- Akre Capital Management, LLC $11.8B
See all 4 fee-only advisers in Middleburg →
Nearby
- South Riding 1 firm
- Ashburn 9 firms
- Gainesville 1 firm
- Leesburg 5 firms
- Sterling 2 firms
- Chantilly 2 firms
- Potomac Falls 1 firm
- Herndon 3 firms
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