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THE HOERNER PLANNING GROUP, LLC

MIDDLEBURG, VA · CRD 139464 · IAPD ↗ · 540-687-5090

$1.65BRegulatory AUM
4Advisory reps
8Employees
1Clients
251-500Planning clients
0Private funds
17States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
December 2024 — THE HOERNER PLANNING GROUP, LLC notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — THE HOERNER PLANNING GROUP, LLC notice-filed in CO, CT, MT, NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.