Investment adviser representative · The Hoerner Planning Group, LLC
Sarah A. Albritton
CRD 6708043 · Middleburg, VA
At a glance
Sarah A. Albritton is an investment adviser representative with The Hoerner Planning Group, LLC in Middleburg, VA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Sarah’s SEC record dates to 2017, about 9 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- The Hoerner Planning Group, LLCSince April 2017Middleburg, VA · $1.7B in regulatory assets
SEC adviser record
- Registered since
- 2017 (9 years)
- Designations
- Certified Financial Planner
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Sarah’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at The Hoerner Planning Group, LLC
- Victor T. CunninghamMiddleburg · Chartered Financial Analyst
- Christopher P. HoernerMiddleburg
- Henry R. HoernerMiddleburg
Every advisor at The Hoerner Planning Group, LLC →The Hoerner Planning Group, LLC: assets, clients and custodians →Financial advisors in Middleburg, VA →Every The Hoerner Planning Group, LLC advisor in Middleburg →Advisor Moves: who changed firms this week →