A complete list of active advisors currently associated with Lechner Associates

Warmer can help you find a great advisor at Lechner Associates or one who fits your needs even better.

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.

To learn more about the advisors currently working at Lechner Associates, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.