Christopher
Hoerner
The Hoerner Planning Group, LLC
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About this Advisor
Christopher Hoerner is a financial advisor operating out of Middleburg, Virginia who has 3 years of industry experience. Hoerner is an employee of The Hoerner Planning Group, LLC. Throughout their career, they have worked at Third Avenue Management, University Of Richmond and Avenir Corporation. Hoerner holds a Series 65 license, qualifying them as an investment advisor representative, and is registered to advise clients in Virginia. The Hoerner Planning Group, LLC is a firm operating out of Middleburg, VA. It controls $1 billion in total assets between its 1,383 accounts, placing it among the bigger financial advisory firms in the country by assets under management. The firm advises 45 charities and foundations. Of its 1,383 accounts, 44% belong to high-net-worth investors who have more than $1 million in investable assets. The company offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Financial management fees largely depend on the financial services. Fee types charged by The Hoerner Planning Group, LLC can consist of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Hoerner Planning Group, LLC Brokerage Details
$1,104,919,950
8
1,383
$798,930
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Christopher Hoerner Work History
Christopher has been registered as a financial advisor for 3 years.*
Avenir Corporation
Third Avenue Management
University Of Richmond
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christopher Hoerner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Hoerner Planning Group, LLC
Middleburg, VA
Middleburg, VA
Middleburg, VA
Middleburg, VA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
