Lechner Associates
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
380 Elm Street, Suite 3
North Attleboro MA 02760-3314
Advisors at this office
1
Most active in
Massachusetts · Rhode Island
Also doing business as
Lechner Associates · Lechner, Victoria M. · Stacie Skryz
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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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