Lechner Associates
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$91,479,000
Clients
125
0% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
125
Very HighAverage account size
$731,832
About
Lechner Associates provides fee-only comprehensive financial planning, investment planning, and wealth management to individual investors as well as trusts, estates, and profit sharing plans. The single-advisor firm serves about 125 clients with roughly $94 million in assets under management and offers both ongoing wealth management engagements and hourly financial consultation services.
The firm manages client portfolios on a non-discretionary basis and memorializes each relationship with a signed Investment Policy Statement that defines responsibilities, restrictions, and fee terms. Lechner uses fundamental security analysis, client risk surveys, and Monte Carlo-style retirement modeling to tailor asset allocation and reviews portfolios regularly with monthly reporting and periodic meetings.
Distinctive aspects include the exclusive use of non-discretionary management—clients must approve trades prior to execution—and a client base that does not focus on high‑net‑worth households; wealth management clients are accepted with a $200,000 minimum for new accounts. Lechner is explicitly fee-only (no commissions or product sales), commonly custodies assets at Charles Schwab, and generally charges fixed monthly management fees and hourly consultation rates rather than a percentage-of-AUM fee schedule.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
Equity Recipients (RS/RSU, SOP, ESPP)
Fee options
Fixed fee ranges from $250/month to $475/month for portfolio and wealth management services.
$250/hour for financial planning consultation services.
Account minimum: $200,000 Fee-only: Financial planning consultation at $250/hour; fixed fee $250/month - $475/month for portfolio and wealth management services.
Main office location
Lechner Associates
380 Elm Street, Suite 3
North Attleboro MA 02760-3314, United States
Number of offices
1
Most active in
Lechner Associates has reported serving >5 clients in these states in the last 12 months.
Massachusetts · Rhode Island
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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