# The Hoerner Planning Group

The Hoerner Planning Group is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 139464
- **SEC file number:** 801-66594
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/139464

## About

The Hoerner Planning Group, LLC is an SEC-registered investment adviser in Middleburg, VA, registered since 2006. The firm manages $1.7 billion in assets, with $898 million on a discretionary basis. It has 8 employees and 4 investment advisers.

## Related profiles

- [Disciplined Wealth Management](https://altss.com/profile/disciplined-wealth-management-llc)

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Last updated: 2026-07-06T01:24:26.934Z

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