Christopher Hoerner
Christopher Hoerner is a registered investment advisor at The Hoerner Planning Group, LLC, based in Middleburg, VA, with 9 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 413 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.70% |
| $2M+ | 0.70% |
Fees negotiable for accounts above $2,000,000.
Fee Estimator
Location
210 East Federal Street, Middleburg, VA, 20117
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Christopher is a Director of Stream-It, app. Inc. (dba TV Coins), a startup company, since March 2023, dedicating a few hours per week to this role. His responsibilities include attending board meetings and status conference calls.
Employment History
Current Registrations
The Hoerner Planning Group, LLC
Previous Registrations
Avenir Corporation
State Registrations2 states
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