EICHNER INVESTMENT PLANNING, LLC

Overview

Eichner Investment Planning, LLC is an SEC‑registered independent adviser formed as an LLC that provides portfolio management for individuals and small businesses. The firm runs a plainly equity‑oriented playbook: exchange‑traded equities are the dominant allocation and the stated preference is equities. Its business model mixes percentage‑of‑AUM and fixed fees and the adviser reports serving both individual/family and institutional clients. Eichner Investment Planning, LLC is not positioned as an ESG investor, is not a multi‑state adviser, and does not identify as a capital allocator or pension consultant. The adviser appears to operate largely on a non‑discretionary basis, which implies clients retain trading authority while the firm provides advice and implementation guidance. Custody and execution are centralized through Charles Schwab & Co., Inc., which supports broad access to listed securities and low‑cost ETFs that align with the firm’s exchange‑traded equity focus.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices