LECHNER ASSOCIATES

Overview

Lechner Associates is a small, independent registered investment adviser operating as a sole proprietorship and focused on advice for individuals and families, including small-business owners. The firm’s practice centers on financial planning and portfolio management rather than running pooled investment products. Its business model is largely non-discretionary: clients retain implementation control while the adviser provides ongoing guidance and portfolio recommendations. The firm charges a mix of percentage-of-AUM, hourly and fixed fees, which aligns with a consultative planning-first approach for clients who want ongoing advice but maintain final trading authority. Lechner Associates does not position itself as an ESG-driven investor and is not set up as a multi-state or pension consultant adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices