# The Hoerner Planning Group, LLC

> The Hoerner Planning Group, LLC is an SEC-registered investment advisory firm in Middleburg, VA, registered since 2006, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 139464
- Filed as: THE HOERNER PLANNING GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Middleburg, VA
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/139464
- AdvisorCensus page: https://advisorcensus.com/firm/the-hoerner-planning-group-llc-middleburg-va-139464

## Quick answers

**How is The Hoerner Planning Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), The Hoerner Planning Group, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does The Hoerner Planning Group, LLC charge?**
Its Form ADV Part 2A brochure dated March 25, 2026 states: Flat fee: $10,000 to $150,000 (comprehensive financial planning and consulting services…). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is The Hoerner Planning Group, LLC located?**
The Hoerner Planning Group, LLC's principal office is in Middleburg, VA, according to its Form ADV.

**Is The Hoerner Planning Group, LLC registered with the SEC or a state?**
The Hoerner Planning Group, LLC is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 139464.

**How much does The Hoerner Planning Group, LLC manage?**
The Hoerner Planning Group, LLC reports $1,652,844,771 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (54% discretionary).

**How have The Hoerner Planning Group, LLC's assets and staff changed since 2021?**
In the Form ADV data for The Hoerner Planning Group, LLC: Regulatory assets under management: $986,937,153 in the October 2021 data and $1,652,844,771 in the October 2026 data, up 67%. Total employees: 7 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does The Hoerner Planning Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (204); high net worth individuals (161); charitable organizations (54).

**Which custodians does The Hoerner Planning Group, LLC use?**
The Hoerner Planning Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does The Hoerner Planning Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/139464

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Flat fee: $10,000 to $150,000 (comprehensive financial planning and consulting services…)

> We charge a fixed fee for comprehensive financial planning and consulting services (which may include non-investment related matters). Our financial planning and consulting fees are negotiable, but generally range from $10,000 to $150,000 on a fixed fee basis

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,652,844,771
- Discretionary: $897,575,903
- Non-discretionary: $755,268,868

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 204 | $39,465,474 |
| High net worth individuals | 161 | $1,360,950,628 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 9 | $18,809,752 |
| Charitable organizations | 54 | $208,823,081 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 4 | $24,795,836 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2006 (20 years)
- Employees: 8 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, CT, DC, DE, FL, MA, MD, MT, NC, NE, NH, NY, SC, TX, VA, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $986,937,153 | 7 | April 5, 2021 |
| October 2022 | $1,194,123,479 | 7 | March 30, 2022 |
| October 2023 | $1,104,919,950 | 8 | May 5, 2023 |
| October 2024 | $1,327,308,235 | 7 | March 26, 2024 |
| October 2025 | $1,516,420,782 | 8 | March 27, 2025 |
| October 2026 | $1,652,844,771 | 8 | March 26, 2026 |

Regulatory assets under management: $986,937,153 in the October 2021 data and $1,652,844,771 in the October 2026 data, up 67%.
Total employees: 7 in October 2021 and 8 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Hoerner Planning Group, LLC (CRD 139464): Form ADV filing data as of October 2026.