Christopher Peard Hoerner
Investment adviser representative at The Hoerner Planning Group, LLC
10 yearsExperience
2 statesRegistered in
$1.7BFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- The Hoerner Planning Group, LLCJan 2020 to now
- Avenir CorporationAug 2016 to Dec 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
The Hoerner Planning Group, LLC
$1.7BAssets managed
432Clients
4Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6375395
- Firm CRD
- 139464