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Henry Rhodes Hoerner

THE HOERNER PLANNING GROUP, LLC·MIDDLEBURG, Virginia
Series 6, Series 7, Series 63, Series 65Clean record26 years registeredTHE HOERNER PLANNING GROUP, LLC
210 EAST FEDERAL STREET, MIDDLEBURG, VA 20117CRD# 2230564Firm CRD# 139464

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Henry Rhodes Hoerner · MIDDLEBURG, VA
Registration
CRD #2230564 · THE HOERNER PLANNING GROUP, LLC · 26 years registered
Brand Profile
Not yet started
01

Career History

THE HOERNER PLANNING GROUP, LLC
May 2006 – present
LINCOLN FINANCIAL ADVISORS CORPORATION
Sep 1999 – May 2006
MIDDLEBURG, VA
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · September 28, 1999
Years registered · 26
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THE HOERNER PLANNING GROUP, LLC
CRD 139464 · SEC 801-66594
AUM
$1.3B
Regulatory assets under management
Employees
7
1,522 client accounts
Services offered by THE HOERNER PLANNING GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at THE HOERNER PLANNING GROUP, LLC →
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Frequently Asked Questions

What services does Henry Rhodes Hoerner offer?
Henry Rhodes Hoerner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MIDDLEBURG, Virginia for a consultation.
What are Henry Rhodes Hoerner's credentials?
Henry Rhodes Hoerner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Henry Rhodes Hoerner located?
Henry Rhodes Hoerner is based in MIDDLEBURG, Virginia, working with THE HOERNER PLANNING GROUP, LLC. Their office serves clients in the MIDDLEBURG metropolitan area and surrounding communities.
How does Henry Rhodes Hoerner charge for services?
Henry Rhodes Hoerner's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE HOERNER PLANNING GROUP, LLC?
THE HOERNER PLANNING GROUP, LLC has approximately 7 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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