The Hoerner Planning Group, Llc
- Regulatory AUM
- $1.7B
- Discretionary
- $898M
- Clients
- 432
- Avg AUM / client
- $3.8M
- Accounts
- 1,877
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 204 | $39.5M | 2.39% |
| High net worth individuals | 161 | $1.4B | 82.3% |
| Pension and profit sharing plans | 9 | $18.8M | 1.14% |
| Charitable organizations | 54 | $209M | 12.6% |
| Corporations and other businesses | 4 | $24.8M | 1.5% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Henry Rhodes Hoerner | Managing Member | May 2006 (20y) | 75% or more | |
| Moreiro, Roberto, Nmn | Chief Compliance Officer | Jan 2024 (3y) | Less than 5% | |
| Sarah Ashley Albritton | Registered representative | CFP | Apr 2017 (9y) | |
| Christopher Peard Hoerner | Registered representative | Jan 2020 (7y) | ||
| Victor Thomas Cunningham | Registered representative | CFA | Jul 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 920 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $993M (60% of AUM) Mar 2026
- Brown Brothers Harriman & Co. $35.4M (4% of AUM) Apr 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗