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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-09-2006
- Office Locations
- 1
Office Locations
About Eichner Investment Planning, LLC
Eichner Investment Planning, LLC is a Cincinnati-based fee-only RIA providing investment planning and asset management. Compensation comes solely from client fees—no product sales or commissions—positioning it as an independent, transparent advisor. The firm serves accredited investors and typically implements portfolios with ETFs and mutual funds, with public equity and U.S. government/agency exposure, using Charles Schwab for custody.
Reported data analysis
What the numbers show
Between March 11, 2025 and March 12, 2026, reported AUM increased 6.2%, from $651.8M to $692.1M.
Across 5 reported observations, AUM increased 55.2% between March 11, 2022 and March 12, 2026, from $445.9M to $692.1M.
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 26 clients, or 26 clients per representative. That equates to $26.6M in reported AUM per client.
The profile lists 1 reported office location and 20 years in operation. The source data was last updated on March 12, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Investment Vehicles
- Services
- Technology
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The full Eichner Investment Planning, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ALAN MARSHALL EICHNER
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #3101840
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $692,074,828 | $2,097,196 |
| Total | $692,074,828 | $2,097,196 |
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Separately Managed Accounts
SMA allocation detail is available
Eichner Investment Planning, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.