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Victor Thomas Cunningham

THE Hoerner Planning Group, LLC

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About Victor Thomas Cunningham

Victor Cunningham is a registered Investment Advisor Representative with The Hoerner Planning Group, LLC in MIDDLEBURG, VA. Victor has been in the industry since 2012 and has experience with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Victor holds the designation of Chartered Financial Analyst.

Firm Information

Victor Cunningham is currently registered with THE Hoerner Planning Group, LLC. THE Hoerner Planning Group, LLC is a registered investment advisor based in MIDDLEBURG, VA. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. They manage approximately $1.33 billion in assets for clients, including high net worth individuals, charitable organizations, pension and profit sharing plans, corporations, and individuals. They do not participate in a wrap fee program.
THE Hoerner Planning Group, LLC

210 EAST FEDERAL STREET

MIDDLEBURG, VA 20117

$1.33B

Assets Under Management

6

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Victor Cunningham’s Registration & Firm History

VA

07/02/2024 - Present

THE Hoerner Planning Group, LLC (MIDDLEBURG VA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Victor Thomas Cunningham.
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