Lechner Associates fees and pricing
Financial planner in North Attleboro, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 12, 2026, Lechner Associates charges $250 an hour and a monthly fee of $300 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“FINANCIAL CONSULTATION Financial planning consultation, without wealth management, is offered at $250/hour for clients seeking financial advice on a specific financial circumstance going on in their life or for clients seeking investment advice and/or oversight on retirement or investment accounts managed by the…”
- Monthly fee
- $300/mo
“The average monthly fee is $300.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Lechner Associates bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The mutually agreed fee is payable in monthly installments from client accounts.”
- “The fees range up to $475 and may be negotiable.”
How Lechner Associates’ fees compare
- Its hourly rate of $250 is below the Massachusetts median of $300. 27% of the 183 other Massachusetts planners that publish an hourly rate charge less.
About Lechner Associates
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 1997 (29 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Equity compensation
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 125
- Employees
- 2
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $94,379,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 129181
- Phone
- (508) 695-6229
Can advise clients in 2 states: Massachusetts, Rhode Island
Other planners in North Attleboro that publish fees
- Constant Guidance Financial, LLCNorth Attleboro$100-$150/hr
- 1620 Investment Advisors, Inc.Plymouth$75-$175/hr
- Aaf Wealth Management, LLCWestborough$350/hr, $750-$10,000
- Abraham, Robert Ralph JRSalem$400-$3,000
- Access Financial Planning, LLCNewburyport$6,000-$10,000/yr
- Access Investment ManagementMelrose$250/hr, $1,000-$4,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.