The Hoerner Planning Group, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$10,000⁠-⁠$150,000

“Our financial planning and consulting fees are negotiable, but generally range from $10,000 to $150,000 on a fixed fee basis depending upon the level and scope of the services and the HPG professional rendering the financial planning and/or the consulting services.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How The Hoerner Planning Group, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “If your investment management agreement is terminated prior to the end of a calendar quarter, we will calculate and refund to you any unearned management fees paid in advance, prorated to the date of termination.”
• “If assets are deposited into or withdrawn from an account after the inception of a quarter, the fee payable with respect to such assets will not be adjusted or prorated based on the number of days remaining in the quarter.”

How The Hoerner Planning Group, LLC’s fees compare

• Its flat or project fee of $10,000-$150,000 is above the Virginia median of $4,250. 100% of the 168 other Virginia planners that publish a flat or project fee charge less.

About The Hoerner Planning Group, LLC

• Firm size: 8 employees.
• Registered as an adviser: 2006 (20 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.7% a year

Clients

365

Employees

8

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and other services

Assets managed

$1,652,844,771

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

139464

Phone

(540) 687-5090

Can advise clients in 17 states: California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Massachusetts, Maryland, Montana, North Carolina, Nebraska, New Hampshire, New York, South Carolina, Texas, Virginia, Vermont

Other planners in Middleburg that publish fees

• Phin WealthMiddleburg$5,000/yr
• 8TH Street Investments, LLCAlexandria$250⁠-⁠$500/hr, $2,000⁠-⁠$7,000
• Abich Financial Wealth Management, LLCAshburn$350/hr, $20,000
• Acadia Financial Services, LLCFairfax Station$400/hr, $600/yr
• Acorn Financial Advisory Services, Inc.Reston$175⁠-⁠$1,295/hr, $3,750
• Activ8 Family Office LLCMclean$400/hr, $2,500⁠-⁠$100,000

Compare all 435 planners in Virginia