THE HOERNER PLANNING GROUP, LLC

Overview

The Hoerner Planning Group, LLC is an independent RIA and capital allocator that provides fee-based financial planning and portfolio management to individuals, families and institutions. Registered with the SEC since 2006 and owned by an individual, the firm combines managed discretionary portfolios with advisory relationships where clients retain control. Its business model mixes percentage-of-AUM billing with fixed fees and includes selecting and placing assets with outside managers, which is a core part of how it sources alternative exposures. Investment activity emphasizes private fund allocations — private funds represent the single largest asset bucket on the firm’s books — supplemented by more liquid core holdings. The Hoerner Planning Group does not position itself as an ESG-focused allocator and operates primarily within a single-state registration footprint. Advisory capabilities cover comprehensive financial planning, portfolio management for individuals and small businesses, institutional management and manager selection, reflecting a hybrid model that blends in-house portfolio construction with third-party manager relationships.

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Location & Offices