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Sarah A. Albritton

THE HOERNER PLANNING GROUP
Middleburg, VA 20117
Some features on this profile are disabled
CRD#: 6708043
SA

Professional summary

Sarah Ashley Albritton, CFP®, who also goes by Sarah Ashley Flanagan, is a registered financial advisor currently at THE HOERNER PLANNING GROUP, LLC located in Middleburg, Virginia.

Sarah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Sarah has worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Sarah Ashley Flanagan

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sarah Ashley Albritton's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Experience

Current

April 28, 2017 - Present

THE HOERNER PLANNING GROUP, LLC

Office #1: 210 East Federal Street, Middleburg, VA 20117
RIA
CRD#: 139464
Middleburg, VA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TH
THE HOERNER PLANNING GROUP, LLC
HOERNER PLANNING, LLC | THE HOERNER PLANNING GROUP, LLC | HPG, LLC

CRD#: 139464 / SEC#: 801-66594

RIA
Registered Investment Advisory firm - (4/18/2006 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Virginia
(4/28/2017)

Exams

Current Firm

TH
THE HOERNER PLANNING GROUP, LLC
HOERNER PLANNING, LLC | THE HOERNER PLANNING GROUP, LLC | HPG, LLC

CRD#: 139464 / SEC#: 801-66594

RIA
Registered Investment Advisory firm - (4/18/2006 Approved)
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Contact information

Main Address
210 East Federal Street, Middleburg, VA 20117
Mailing Address
P.o. Box 1326, Middleburg, VA 20118
Phone number
(540) 687-5090
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (17 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

THE HOERNER PLANNING GROUP, LLC (3/27/2025)

Regulatory assets under management

Total Number of Accounts1,654
AUM (Assets Under Management)$ 1,516,420,782

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
02/18/2025
Cover Page
Report
02/01/2024
Cover Page
Report
11/01/2022
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

THE HOERNER PLANNING GROUP, LLC

CRD#: 139464Middleburg, VA 20117

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