About THE HOERNER PLANNING GROUP, LLC
The Hoerner Planning Group, LLC is a highly reputable financial planning and investment management firm committed to providing expert financial advice, customized solutions, and exceptional service to its clients. With years of experience in the industry, the Hoerner Planning Group, LLC has established itself as a trusted financial expert, helping individuals, families, and businesses achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
- Provides expert financial advice.
- Offers customized solutions.
- Delivers exceptional service.
- Helps clients achieve their financial goals.
- Secures clients’ financial future.
Facts and Insights:
The following table provides an overview of THE HOERNER PLANNING GROUP, LLC, including their assets under management, number of advisors, and time in business.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered:
THE HOERNER PLANNING GROUP, LLC offers a comprehensive array of financial services to help clients achieve their financial goals. These services include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types:
The Hoerner Planning Group, LLC serves a diverse range of clients, including:
- Individuals
- Families
- Businesses
- High-net-worth individuals
- Retirees
Fees & Compensation:
THE HOERNER PLANNING GROUP, LLC follows a fee-only structure, meaning they do not receive any commissions or third-party payments. Their fees are solely based on a percentage of assets under management, ensuring that their interests are aligned with those of their clients. They also offer a transparent fee schedule, clearly outlining their fees and charges for all services provided.
Background:
The founder of THE HOERNER PLANNING GROUP, LLC, John Hoerner, is a highly experienced and knowledgeable financial advisor with over 25 years of experience in the industry. He holds a Bachelor’s degree in finance and economics and has earned multiple certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). John and his team of advisors are dedicated to providing sound financial advice and helping their clients achieve financial success.
Financial Advisor Disclosures to Know:
As a financial advisor, THE HOERNER PLANNING GROUP, LLC follows strict professional ethics and regulatory guidelines. They are registered with the Securities and Exchange Commission (SEC) as a Registered Investment Advisor (RIA) and are held to a fiduciary standard. This means that they are legally obligated to act in their clients’ best interests at all times and to disclose any potential conflicts of interest.