Eichner Investment Planning, LLC
SEC RegisteredSimplify Your Financial Life with Unbiased Planning and Investment Advice
About the firm
Eichner Investment Planning, LLC is a boutique independent investment advisory firm based in Cincinnati, OH. The firm works with a small number of individuals and families, providing customized, fee-only financial planning and investment advice with a focus on personalized service and long-term client relationships.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Unbiased financial planning and investment advice, coordination with other professionals (attorneys, accountants, insurance representatives), and customized portfolio guidance. The firm is fee-only, does not sell products, and does not receive commissions.
Who they serve
Individuals and families
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 25 | $565M |
| State/Municipal Entities | 1 | — |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $5,000,000 | 0.75% |
| $5,000,001 - $10,000,000 | 0.65% |
| $10,000,001 - $15,000,000 | 0.55% |
| $15,000,001 - $20,000,000 | 0.45% |
| Above $20,000,000 | 0.37% |
Data as of March 12, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Eichner Investment Planning, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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